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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 | $330,954 | $223,823+47.9% | $211,142+56.7% | $154,746+113.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 4.54% | 50.39%-45.9pp | 46.84%-42.3pp | 172.34%-167.8pp |
| Employer contribution / active EE | $3,672 | $6,787-45.9% | $6,442-43.0% | $4,379-16.1% |
| Participant deferral / active EE | $30,620 | $9,750+214.0% | $9,284+229.8% | $6,730+355.0% |
| Admin fee / account holder | $528,213 | $19,707+2580.3% | $19,076+2669.0% | $14,365+3577.0% |