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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 | $275,074 | $172,111+59.8% | $150,298+83.0% | $137,256+100.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.65% | 69.37%-60.7pp | 62.79%-54.1pp | 220.34%-211.7pp |
| Employer contribution / active EE | $5,368 | $4,636+15.8% | $4,154+29.2% | $4,156+29.2% |
| Participant deferral / active EE | $9,412 | $6,166+52.7% | $5,453+72.6% | $6,407+46.9% |
| Admin fee / account holder | $4,910 | $16,471-70.2% | $14,116-65.2% | $12,270-60.0% |