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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 | $282,171 | $202,345+39.5% | $172,755+63.3% | $152,885+84.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.84% | 1029.77%-1025.9pp | 802.94%-799.1pp | 345.39%-341.6pp |
| Employer contribution / active EE | $2,805 | $5,858-52.1% | $5,144-45.5% | $4,763-41.1% |
| Participant deferral / active EE | $14,667 | $5,948+146.6% | $5,198+182.2% | $5,851+150.7% |
| Admin fee / account holder | $330 | $17,111-98.1% | $13,955-97.6% | $11,598-97.2% |