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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 | $304,269 | $165,399+84.0% | $149,745+103.2% | $158,982+91.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.74% | 348.34%-342.6pp | 276.72%-271.0pp | 302.99%-297.2pp |
| Employer contribution / active EE | $12,513 | $5,105+145.1% | $4,646+169.3% | $4,763+162.7% |
| Participant deferral / active EE | $7,400 | $7,183+3.0% | $6,843+8.1% | $5,983+23.7% |
| Admin fee / account holder | $2,392 | $10,811-77.9% | $9,312-74.3% | $11,252-78.7% |