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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 | $315,617 | $183,516+72.0% | $155,534+102.9% | $145,884+116.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.36% | 61.43%-53.1pp | 64.92%-56.6pp | 551.85%-543.5pp |
| Employer contribution / active EE | $2,452 | $5,315-53.9% | $4,675-47.5% | $4,662-47.4% |
| Participant deferral / active EE | $9,000 | $6,467+39.2% | $5,630+59.8% | $6,690+34.5% |
| Admin fee / account holder | $1,174 | $19,293-93.9% | $15,900-92.6% | $13,392-91.2% |