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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 | $212,386+18.2% | $199,883+25.6% | $138,895+80.7% |
| Participation rate | 70.0% | 87.4%-17.4pp | 86.8%-16.8pp | 79.9%-9.9pp |
| Annual return | 5.66% | 47.75%-42.1pp | 43.81%-38.2pp | 145.39%-139.7pp |
| Employer contribution / active EE | $5,427 | $6,625-18.1% | $6,261-13.3% | $4,194+29.4% |
| Participant deferral / active EE | $15,811 | $9,617+64.4% | $9,138+73.0% | $6,396+147.2% |
| Admin fee / account holder | $150,168 | $18,233+723.6% | $17,268+769.6% | $12,562+1095.4% |