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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 | $282,989 | $209,336+35.2% | $197,124+43.6% | $137,256+106.2% |
| Participation rate | 86.7% | 87.3%-0.6pp | 86.7%0pp | 80.0%+6.7pp |
| Annual return | 8.89% | 48.09%-39.2pp | 44.34%-35.5pp | 220.34%-211.4pp |
| Employer contribution / active EE | $11,771 | $6,591+78.6% | $6,227+89.0% | $4,156+183.2% |
| Participant deferral / active EE | $7,923 | $9,614-17.6% | $9,135-13.3% | $6,407+23.7% |
| Admin fee / account holder | $45,916 | $17,308+165.3% | $16,298+181.7% | $12,270+274.2% |