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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 | $333,647 | $212,386+57.1% | $199,883+66.9% | $138,895+140.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 7.08% | 47.75%-40.7pp | 43.81%-36.7pp | 145.39%-138.3pp |
| Employer contribution / active EE | $1,967 | $6,625-70.3% | $6,261-68.6% | $4,194-53.1% |
| Participant deferral / active EE | $20,095 | $9,617+108.9% | $9,138+119.9% | $6,396+214.2% |
| Admin fee / account holder | $1,018 | $18,233-94.4% | $17,268-94.1% | $12,562-91.9% |