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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 | $270,602 | $181,062+49.5% | $158,223+71.0% | $155,188+74.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 7.95% | 57.39%-49.4pp | 52.09%-44.1pp | 148.84%-140.9pp |
| Employer contribution / active EE | $2,613 | $4,565-42.8% | $4,109-36.4% | $4,248-38.5% |
| Participant deferral / active EE | $3,768 | $6,134-38.6% | $5,467-31.1% | $6,531-42.3% |
| Admin fee / account holder | $12,270 | $18,825-34.8% | $16,047-23.5% | $14,480-15.3% |