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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 | $258,691 | $197,637+30.9% | $177,848+45.5% | $158,982+62.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 3.55% | 58.77%-55.2pp | 48.33%-44.8pp | 302.99%-299.4pp |
| Employer contribution / active EE | $8,497 | $6,698+26.8% | $5,919+43.6% | $4,763+78.4% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,290 | $15,406-39.7% | $12,431-25.3% | $11,252-17.4% |