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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 | $272,674 | $148,629+83.5% | $135,982+100.5% | $139,487+95.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.71% | 79.33%-71.6pp | 68.32%-60.6pp | 373.84%-366.1pp |
| Employer contribution / active EE | $4,311 | $5,247-17.8% | $4,859-11.3% | $4,755-9.3% |
| Participant deferral / active EE | $18,249 | $8,102+125.2% | $7,760+135.2% | $6,713+171.9% |
| Admin fee / account holder | $6,049 | $12,406-51.2% | $10,767-43.8% | $11,407-47.0% |