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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 | $267,021 | $165,381+61.5% | $149,730+78.3% | $158,966+68.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.23% | 348.29%-343.1pp | 276.70%-271.5pp | 302.95%-297.7pp |
| Employer contribution / active EE | $7,255 | $5,104+42.1% | $4,645+56.2% | $4,762+52.3% |
| Participant deferral / active EE | $5,088 | $7,182-29.2% | $6,843-25.6% | $5,983-15.0% |
| Admin fee / account holder | $9,574 | $10,809-11.4% | $9,310+2.8% | $11,250-14.9% |