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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 | $285,684 | $192,829+48.2% | $142,516+100.5% | $139,466+104.8% |
| Participation rate | 88.9% | 81.4%+7.4pp | 76.8%+12.1pp | 80.3%+8.6pp |
| Annual return | 7.04% | 17.99%-11.0pp | 19.99%-13.0pp | 373.66%-366.6pp |
| Employer contribution / active EE | $7,080 | $5,808+21.9% | $4,849+46.0% | $4,754+48.9% |
| Participant deferral / active EE | $0 | $7,200-100.0% | $6,280-100.0% | $6,712-100.0% |
| Admin fee / account holder | $9,092 | $15,120-39.9% | $10,008-9.2% | $11,409-20.3% |