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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 | $295,289 | $174,379+69.3% | $152,093+94.2% | $138,895+112.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.29% | 74.86%-64.6pp | 66.36%-56.1pp | 145.39%-135.1pp |
| Employer contribution / active EE | $10,215 | $4,652+119.6% | $4,175+144.7% | $4,194+143.6% |
| Participant deferral / active EE | $10,734 | $6,159+74.3% | $5,451+96.9% | $6,396+67.8% |
| Admin fee / account holder | $4,379 | $16,880-74.1% | $14,497-69.8% | $12,562-65.1% |