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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 | $174,379+55.2% | $152,093+77.9% | $138,895+94.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 7.95% | 74.86%-66.9pp | 66.36%-58.4pp | 145.39%-137.4pp |
| Employer contribution / active EE | $2,613 | $4,652-43.8% | $4,175-37.4% | $4,194-37.7% |
| Participant deferral / active EE | $3,768 | $6,159-38.8% | $5,451-30.9% | $6,396-41.1% |
| Admin fee / account holder | $12,270 | $16,880-27.3% | $14,497-15.4% | $12,562-2.3% |