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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 | $308,340 | $223,823+37.8% | $211,142+46.0% | $154,746+99.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 8.31% | 50.39%-42.1pp | 46.84%-38.5pp | 172.34%-164.0pp |
| Employer contribution / active EE | $6,251 | $6,787-7.9% | $6,442-3.0% | $4,379+42.7% |
| Participant deferral / active EE | $19,027 | $9,750+95.1% | $9,284+104.9% | $6,730+182.7% |
| Admin fee / account holder | $669 | $19,707-96.6% | $19,076-96.5% | $14,365-95.3% |