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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 | $331,635 | $183,592+80.6% | $155,574+113.2% | $145,877+127.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.68% | 61.37%-53.7pp | 64.87%-57.2pp | 551.28%-543.6pp |
| Employer contribution / active EE | $2,727 | $5,317-48.7% | $4,676-41.7% | $4,663-41.5% |
| Participant deferral / active EE | $11,994 | $6,466+85.5% | $5,629+113.1% | $6,691+79.3% |
| Admin fee / account holder | $3,354 | $19,316-82.6% | $15,914-78.9% | $13,402-75.0% |