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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 | $356,143 | $165,399+115.3% | $149,745+137.8% | $158,982+124.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.94% | 348.34%-344.4pp | 276.72%-272.8pp | 302.99%-299.1pp |
| Employer contribution / active EE | $4,322 | $5,105-15.3% | $4,646-7.0% | $4,763-9.3% |
| Participant deferral / active EE | $10,312 | $7,183+43.6% | $6,843+50.7% | $5,983+72.3% |
| Admin fee / account holder | $34,068 | $10,811+215.1% | $9,312+265.9% | $11,252+202.8% |