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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 | $275,257 | $157,296+75.0% | $141,191+95.0% | $152,897+80.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.43% | 64.34%-49.9pp | 71.41%-57.0pp | 345.43%-331.0pp |
| Employer contribution / active EE | $4,696 | $5,262-10.8% | $4,736-0.9% | $4,764-1.4% |
| Participant deferral / active EE | $18,862 | $7,111+165.3% | $6,710+181.1% | $5,851+222.4% |
| Admin fee / account holder | $2,621 | $12,125-78.4% | $10,264-74.5% | $11,599-77.4% |