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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 | $325,055 | $98,776+229.1% | $149,745+117.1% | $79,856+307.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 6.82% | 27.38%-20.6pp | 276.72%-269.9pp | 31.71%-24.9pp |
| Employer contribution / active EE | $11,284 | $3,217+250.7% | $4,646+142.9% | $2,471+356.6% |
| Participant deferral / active EE | $8,089 | $5,681+42.4% | $6,843+18.2% | $3,741+116.3% |
| Admin fee / account holder | $6,024 | $6,053-0.5% | $9,312-35.3% | $5,306+13.5% |