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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 | $254,020 | $157,296+61.5% | $141,191+79.9% | $152,897+66.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.03% | 64.34%-50.3pp | 71.41%-57.4pp | 345.43%-331.4pp |
| Employer contribution / active EE | $19,690 | $5,262+274.2% | $4,736+315.8% | $4,764+313.4% |
| Participant deferral / active EE | $10,593 | $7,111+49.0% | $6,710+57.9% | $5,851+81.0% |
| Admin fee / account holder | $750 | $12,125-93.8% | $10,264-92.7% | $11,599-93.5% |