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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 | $250,447 | $157,296+59.2% | $141,191+77.4% | $152,897+63.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.16% | 64.34%-55.2pp | 71.41%-62.2pp | 345.43%-336.3pp |
| Employer contribution / active EE | $6,756 | $5,262+28.4% | $4,736+42.7% | $4,764+41.8% |
| Participant deferral / active EE | $6,996 | $7,111-1.6% | $6,710+4.3% | $5,851+19.6% |
| Admin fee / account holder | $5,132 | $12,125-57.7% | $10,264-50.0% | $11,599-55.8% |