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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 | $340,338 | $209,428+62.5% | $178,498+90.7% | $158,950+114.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.23% | 188.78%-183.6pp | 151.09%-145.9pp | 302.91%-297.7pp |
| Employer contribution / active EE | $3,130 | $5,707-45.2% | $5,011-37.5% | $4,762-34.3% |
| Participant deferral / active EE | $5,200 | $5,955-12.7% | $5,2020% | $5,983-13.1% |
| Admin fee / account holder | $1,830 | $17,077-89.3% | $13,985-86.9% | $11,248-83.7% |