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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 | $373,078 | $227,291+64.1% | $214,702+73.8% | $155,188+140.4% |
| Participation rate | 93.8% | 88.0%+5.8pp | 87.5%+6.3pp | 80.8%+12.9pp |
| Annual return | 4.79% | 60.08%-55.3pp | 54.55%-49.8pp | 148.84%-144.0pp |
| Employer contribution / active EE | $6,788 | $6,772+0.2% | $6,461+5.1% | $4,248+59.8% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,626 | $20,413-92.0% | $19,830-91.8% | $14,480-88.8% |