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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 | $322,385 | $183,516+75.7% | $155,534+107.3% | $145,884+121.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.18% | 61.43%-55.2pp | 64.92%-58.7pp | 551.85%-545.7pp |
| Employer contribution / active EE | $3,515 | $5,315-33.9% | $4,675-24.8% | $4,662-24.6% |
| Participant deferral / active EE | $7,089 | $6,467+9.6% | $5,630+25.9% | $6,690+6.0% |
| Admin fee / account holder | $2,804 | $19,293-85.5% | $15,900-82.4% | $13,392-79.1% |