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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 | $379,158 | $209,336+81.1% | $197,124+92.3% | $137,256+176.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 4.46% | 48.09%-43.6pp | 44.34%-39.9pp | 220.34%-215.9pp |
| Employer contribution / active EE | $7,040 | $6,591+6.8% | $6,227+13.1% | $4,156+69.4% |
| Participant deferral / active EE | $9,000 | $9,614-6.4% | $9,135-1.5% | $6,407+40.5% |
| Admin fee / account holder | $5,171 | $17,308-70.1% | $16,298-68.3% | $12,270-57.9% |