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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 | $250,931 | $202,345+24.0% | $172,755+45.3% | $152,885+64.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.70% | 1029.77%-1018.1pp | 802.94%-791.2pp | 345.39%-333.7pp |
| Employer contribution / active EE | $3,618 | $5,858-38.2% | $5,144-29.7% | $4,763-24.0% |
| Participant deferral / active EE | $6,250 | $5,948+5.1% | $5,198+20.2% | $5,851+6.8% |
| Admin fee / account holder | $3,485 | $17,111-79.6% | $13,955-75.0% | $11,598-70.0% |