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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 | $326,196 | $172,111+89.5% | $150,298+117.0% | $137,256+137.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.77% | 69.37%-59.6pp | 62.79%-53.0pp | 220.34%-210.6pp |
| Employer contribution / active EE | $9,284 | $4,636+100.2% | $4,154+123.5% | $4,156+123.4% |
| Participant deferral / active EE | $5,396 | $6,166-12.5% | $5,453-1.0% | $6,407-15.8% |
| Admin fee / account holder | $3,043 | $16,471-81.5% | $14,116-78.4% | $12,270-75.2% |