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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 | $359,381 | $157,296+128.5% | $141,191+154.5% | $152,897+135.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.81% | 64.34%-56.5pp | 71.41%-63.6pp | 345.43%-337.6pp |
| Employer contribution / active EE | $6,696 | $5,262+27.2% | $4,736+41.4% | $4,764+40.6% |
| Participant deferral / active EE | $22,000 | $7,111+209.4% | $6,710+227.9% | $5,851+276.0% |
| Admin fee / account holder | $3,141 | $12,125-74.1% | $10,264-69.4% | $11,599-72.9% |