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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 | $295,093 | $183,627+60.7% | $155,602+89.6% | $145,978+102.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.05% | 61.32%-57.3pp | 64.81%-60.8pp | 550.52%-546.5pp |
| Employer contribution / active EE | $8,517 | $5,316+60.2% | $4,675+82.2% | $4,662+82.7% |
| Participant deferral / active EE | $9,500 | $6,466+46.9% | $5,629+68.8% | $6,690+42.0% |
| Admin fee / account holder | $1,732 | $19,327-91.0% | $15,923-89.1% | $13,400-87.1% |