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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 | $350,373 | $159,978+119.0% | $147,041+138.3% | $145,978+140.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.95% | 98.36%-89.4pp | 419.21%-410.3pp | 550.52%-541.6pp |
| Employer contribution / active EE | $6,233 | $5,288+17.9% | $4,935+26.3% | $4,662+33.7% |
| Participant deferral / active EE | $14,241 | $8,429+69.0% | $8,071+76.5% | $6,690+112.9% |
| Admin fee / account holder | $7,994 | $15,053-46.9% | $13,006-38.5% | $13,400-40.3% |