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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 | $307,887 | $183,978+67.3% | $162,171+89.9% | $152,885+101.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 12.14% | 150.78%-138.6pp | 115.60%-103.5pp | 345.39%-333.2pp |
| Employer contribution / active EE | $14,454 | $6,370+126.9% | $5,613+157.5% | $4,763+203.5% |
| Participant deferral / active EE | $8,611 | $8,033+7.2% | $7,297+18.0% | $5,851+47.2% |
| Admin fee / account holder | $2,218 | $13,122-83.1% | $10,843-79.5% | $11,598-80.9% |