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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 | $321,044 | $181,062+77.3% | $158,223+102.9% | $155,188+106.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 3.94% | 57.39%-53.4pp | 52.09%-48.1pp | 148.84%-144.9pp |
| Employer contribution / active EE | $2,414 | $4,565-47.1% | $4,109-41.3% | $4,248-43.2% |
| Participant deferral / active EE | $4,898 | $6,134-20.2% | $5,467-10.4% | $6,531-25.0% |
| Admin fee / account holder | $71,426 | $18,825+279.4% | $16,047+345.1% | $14,480+393.3% |