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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 | $591,625 | $223,823+164.3% | $211,142+180.2% | $154,746+282.3% |
| Participation rate | 87.0% | 87.9%-0.9pp | 87.3%-0.3pp | 80.7%+6.3pp |
| Annual return | 3.17% | 50.39%-47.2pp | 46.84%-43.7pp | 172.34%-169.2pp |
| Employer contribution / active EE | $2,174 | $6,787-68.0% | $6,442-66.3% | $4,379-50.4% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $25,442 | $19,707+29.1% | $19,076+33.4% | $14,365+77.1% |