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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 | $362,760 | $156,398+131.9% | $147,318+146.2% | $138,895+161.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.59% | 78.75%-68.2pp | 70.43%-59.8pp | 145.39%-134.8pp |
| Employer contribution / active EE | $11,000 | $4,853+126.7% | $4,593+139.5% | $4,194+162.3% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $24,395 | $14,976+62.9% | $13,708+78.0% | $12,562+94.2% |