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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 | $282,659 | $148,623+90.2% | $135,974+107.9% | $139,466+102.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.06% | 79.30%-67.2pp | 68.30%-56.2pp | 373.66%-361.6pp |
| Employer contribution / active EE | $4,080 | $5,246-22.2% | $4,859-16.0% | $4,754-14.2% |
| Participant deferral / active EE | $10,722 | $8,103+32.3% | $7,760+38.2% | $6,712+59.7% |
| Admin fee / account holder | $1,849 | $12,406-85.1% | $10,767-82.8% | $11,409-83.8% |