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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 | $358,544 | $157,304+127.9% | $141,197+153.9% | $152,909+134.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.99% | 64.34%-53.4pp | 71.41%-60.4pp | 345.46%-334.5pp |
| Employer contribution / active EE | $14,391 | $5,263+173.5% | $4,736+203.8% | $4,764+202.1% |
| Participant deferral / active EE | $9,533 | $7,111+34.1% | $6,710+42.1% | $5,851+62.9% |
| Admin fee / account holder | $2,931 | $12,126-75.8% | $10,265-71.4% | $11,601-74.7% |