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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 | $285,338 | $176,077+62.1% | $159,455+78.9% | $167,518+70.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.02% | 331.83%-323.8pp | 263.63%-255.6pp | 478.71%-470.7pp |
| Employer contribution / active EE | $5,946 | $5,298+12.2% | $4,830+23.1% | $4,838+22.9% |
| Participant deferral / active EE | $18,681 | $7,751+141.0% | $7,353+154.1% | $6,342+194.6% |
| Admin fee / account holder | $841 | $12,556-93.3% | $10,800-92.2% | $12,312-93.2% |