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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 | $311,537 | $154,228+102.0% | $145,433+114.2% | $137,256+127.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.76% | 74.59%-69.8pp | 66.58%-61.8pp | 220.34%-215.6pp |
| Employer contribution / active EE | $10,000 | $4,804+108.2% | $4,554+119.6% | $4,156+140.6% |
| Participant deferral / active EE | $17,000 | $8,216+106.9% | $7,897+115.3% | $6,407+165.3% |
| Admin fee / account holder | $7,656 | $14,344-46.6% | $13,129-41.7% | $12,270-37.6% |