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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 | $250,955 | $209,336+19.9% | $197,124+27.3% | $137,256+82.8% |
| Participation rate | 70.0% | 87.3%-17.3pp | 86.7%-16.7pp | 80.0%-10.0pp |
| Annual return | 5.66% | 48.09%-42.4pp | 44.34%-38.7pp | 220.34%-214.7pp |
| Employer contribution / active EE | $5,427 | $6,591-17.7% | $6,227-12.9% | $4,156+30.6% |
| Participant deferral / active EE | $15,811 | $9,614+64.5% | $9,135+73.1% | $6,407+146.8% |
| Admin fee / account holder | $150,168 | $17,308+767.6% | $16,298+821.4% | $12,270+1123.8% |