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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 | $260,442 | $162,136+60.6% | $152,301+71.0% | $154,746+68.3% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 10.75% | 91.02%-80.3pp | 80.50%-69.7pp | 172.34%-161.6pp |
| Employer contribution / active EE | $13,446 | $4,890+175.0% | $4,624+190.8% | $4,379+207.1% |
| Participant deferral / active EE | $15,184 | $8,341+82.0% | $8,004+89.7% | $6,730+125.6% |
| Admin fee / account holder | $8,199 | $15,759-48.0% | $14,398-43.1% | $14,365-42.9% |