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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 | $395,989 | $209,336+89.2% | $197,124+100.9% | $137,256+188.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.44% | 48.09%-40.6pp | 44.34%-36.9pp | 220.34%-212.9pp |
| Employer contribution / active EE | $2,400 | $6,591-63.6% | $6,227-61.5% | $4,156-42.3% |
| Participant deferral / active EE | $22,892 | $9,614+138.1% | $9,135+150.6% | $6,407+257.3% |
| Admin fee / account holder | $63,345 | $17,308+266.0% | $16,298+288.7% | $12,270+416.3% |