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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 | $253,698 | $162,136+56.5% | $152,301+66.6% | $154,746+63.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.40% | 91.02%-82.6pp | 80.50%-72.1pp | 172.34%-163.9pp |
| Employer contribution / active EE | $11,750 | $4,890+140.3% | $4,624+154.1% | $4,379+168.3% |
| Participant deferral / active EE | $11,750 | $8,341+40.9% | $8,004+46.8% | $6,730+74.6% |
| Admin fee / account holder | $1,672 | $15,759-89.4% | $14,398-88.4% | $14,365-88.4% |