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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 | $317,722 | $183,592+73.1% | $155,574+104.2% | $145,877+117.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.98% | 61.37%-55.4pp | 64.87%-58.9pp | 551.28%-545.3pp |
| Employer contribution / active EE | $3,506 | $5,317-34.1% | $4,676-25.0% | $4,663-24.8% |
| Participant deferral / active EE | $7,013 | $6,466+8.5% | $5,629+24.6% | $6,691+4.8% |
| Admin fee / account holder | $14,867 | $19,316-23.0% | $15,914-6.6% | $13,402+10.9% |