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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 | $373,140 | $183,592+103.2% | $155,567+139.9% | $145,959+155.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.89% | 61.24%-53.4pp | 64.74%-56.8pp | 561.95%-554.1pp |
| Employer contribution / active EE | $8,647 | $5,315+62.7% | $4,674+85.0% | $4,661+85.5% |
| Participant deferral / active EE | $10,092 | $6,464+56.1% | $5,628+79.3% | $6,689+50.9% |
| Admin fee / account holder | $69,346 | $19,318+259.0% | $15,916+335.7% | $13,398+417.6% |