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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 | $340,946 | $209,336+62.9% | $197,124+73.0% | $137,256+148.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 5.21% | 48.09%-42.9pp | 44.34%-39.1pp | 220.34%-215.1pp |
| Employer contribution / active EE | $9,985 | $6,591+51.5% | $6,227+60.3% | $4,156+140.3% |
| Participant deferral / active EE | $17,830 | $9,614+85.5% | $9,135+95.2% | $6,407+178.3% |
| Admin fee / account holder | $10,675 | $17,308-38.3% | $16,298-34.5% | $12,270-13.0% |