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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 | $267,380 | $202,342+32.1% | $172,752+54.8% | $152,897+74.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.47% | 1029.83%-1028.4pp | 802.97%-801.5pp | 345.43%-344.0pp |
| Employer contribution / active EE | $8,908 | $5,858+52.1% | $5,144+73.2% | $4,764+87.0% |
| Participant deferral / active EE | $6,381 | $5,948+7.3% | $5,198+22.8% | $5,851+9.0% |
| Admin fee / account holder | $1,792 | $17,111-89.5% | $13,955-87.2% | $11,599-84.5% |