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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 | $250,624 | $157,304+59.3% | $141,197+77.5% | $152,909+63.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.01% | 64.34%-53.3pp | 71.41%-60.4pp | 345.46%-334.5pp |
| Employer contribution / active EE | $6,203 | $5,263+17.9% | $4,736+31.0% | $4,764+30.2% |
| Participant deferral / active EE | $10,000 | $7,111+40.6% | $6,710+49.0% | $5,851+70.9% |
| Admin fee / account holder | $4,902 | $12,126-59.6% | $10,265-52.2% | $11,601-57.7% |