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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 | $294,061 | $148,629+97.8% | $135,982+116.2% | $139,487+110.8% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 11.07% | 79.33%-68.3pp | 68.32%-57.3pp | 373.84%-362.8pp |
| Employer contribution / active EE | $8,458 | $5,247+61.2% | $4,859+74.1% | $4,755+77.9% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $19,018 | $12,406+53.3% | $10,767+76.6% | $11,407+66.7% |