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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 | $303,488 | $148,582+104.3% | $135,942+123.2% | $139,456+117.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.61% | 79.26%-73.7pp | 68.28%-62.7pp | 373.45%-367.8pp |
| Employer contribution / active EE | $6,902 | $5,245+31.6% | $4,858+42.1% | $4,753+45.2% |
| Participant deferral / active EE | $7,500 | $8,101-7.4% | $7,759-3.3% | $6,711+11.8% |
| Admin fee / account holder | $473 | $12,402-96.2% | $10,764-95.6% | $11,407-95.9% |