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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 | $227,291+160.3% | $214,702+175.6% | $155,188+281.2% |
| Participation rate | 87.0% | 88.0%-1.0pp | 87.5%-0.5pp | 80.8%+6.2pp |
| Annual return | 3.17% | 60.08%-56.9pp | 54.55%-51.4pp | 148.84%-145.7pp |
| Employer contribution / active EE | $2,174 | $6,772-67.9% | $6,461-66.4% | $4,248-48.8% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $25,442 | $20,413+24.6% | $19,830+28.3% | $14,480+75.7% |