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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 | $281,595 | $160,070+75.9% | $147,117+91.4% | $145,897+93.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.89% | 98.69%-89.8pp | 420.54%-411.7pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,824 | $5,285-65.5% | $4,932-63.0% | $4,663-60.9% |
| Participant deferral / active EE | $9,596 | $8,419+14.0% | $8,065+19.0% | $6,689+43.5% |
| Admin fee / account holder | $22,150 | $15,035+47.3% | $12,993+70.5% | $13,390+65.4% |