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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 | $336,042 | $181,062+85.6% | $158,223+112.4% | $155,188+116.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 6.65% | 57.39%-50.7pp | 52.09%-45.4pp | 148.84%-142.2pp |
| Employer contribution / active EE | $39,789 | $4,565+771.7% | $4,109+868.4% | $4,248+836.7% |
| Participant deferral / active EE | $29,219 | $6,134+376.3% | $5,467+434.5% | $6,531+347.4% |
| Admin fee / account holder | $49,241 | $18,825+161.6% | $16,047+206.9% | $14,480+240.1% |