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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,351 | $183,516+89.3% | $155,534+123.3% | $145,884+138.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.50% | 61.43%-52.9pp | 64.92%-56.4pp | 551.85%-543.4pp |
| Employer contribution / active EE | $8,763 | $5,315+64.9% | $4,675+87.4% | $4,662+87.9% |
| Participant deferral / active EE | $13,348 | $6,467+106.4% | $5,630+137.1% | $6,690+99.5% |
| Admin fee / account holder | $2,571 | $19,293-86.7% | $15,900-83.8% | $13,392-80.8% |