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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 | $266,170 | $157,296+69.2% | $141,191+88.5% | $152,897+74.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.99% | 64.34%-52.3pp | 71.41%-59.4pp | 345.43%-333.4pp |
| Employer contribution / active EE | $2,354 | $5,262-55.3% | $4,736-50.3% | $4,764-50.6% |
| Participant deferral / active EE | $7,843 | $7,111+10.3% | $6,710+16.9% | $5,851+34.0% |
| Admin fee / account holder | $2,743 | $12,125-77.4% | $10,264-73.3% | $11,599-76.4% |