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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 | $267,763 | $183,592+45.8% | $155,567+72.1% | $145,959+83.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.86% | 61.24%-55.4pp | 64.74%-58.9pp | 561.95%-556.1pp |
| Employer contribution / active EE | $3,524 | $5,315-33.7% | $4,674-24.6% | $4,661-24.4% |
| Participant deferral / active EE | $13,059 | $6,464+102.0% | $5,628+132.0% | $6,689+95.2% |
| Admin fee / account holder | $11,892 | $19,318-38.4% | $15,916-25.3% | $13,398-11.2% |