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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 | $382,309 | $114,093+235.1% | $96,171+297.5% | $167,536+128.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 8.09% | 190.00%-181.9pp | 192.04%-183.9pp | 478.82%-470.7pp |
| Employer contribution / active EE | $3,148 | $3,429-8.2% | $2,799+12.5% | $4,839-34.9% |
| Participant deferral / active EE | $7,055 | $5,197+35.8% | $4,350+62.2% | $6,342+11.2% |
| Admin fee / account holder | $733 | $6,899-89.4% | $5,538-86.8% | $12,315-94.0% |