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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 | $373,831 | $176,105+112.3% | $159,474+134.4% | $167,536+123.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.79% | 331.91%-322.1pp | 263.68%-253.9pp | 478.82%-469.0pp |
| Employer contribution / active EE | $5,190 | $5,299-2.1% | $4,831+7.4% | $4,839+7.3% |
| Participant deferral / active EE | $21,667 | $7,751+179.5% | $7,353+194.7% | $6,342+241.6% |
| Admin fee / account holder | $9,960 | $12,559-20.7% | $10,802-7.8% | $12,315-19.1% |