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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 | $183,539+45.9% | $155,556+72.1% | $145,897+83.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.86% | 61.31%-55.4pp | 64.84%-59.0pp | 552.29%-546.4pp |
| Employer contribution / active EE | $3,524 | $5,315-33.7% | $4,675-24.6% | $4,663-24.4% |
| Participant deferral / active EE | $13,059 | $6,467+101.9% | $5,631+131.9% | $6,689+95.2% |
| Admin fee / account holder | $11,892 | $19,275-38.3% | $15,885-25.1% | $13,390-11.2% |