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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 | $209,336+58.1% | $197,124+67.9% | $137,256+141.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 4.54% | 48.09%-43.5pp | 44.34%-39.8pp | 220.34%-215.8pp |
| Employer contribution / active EE | $3,672 | $6,591-44.3% | $6,227-41.0% | $4,156-11.6% |
| Participant deferral / active EE | $30,620 | $9,614+218.5% | $9,135+235.2% | $6,407+377.9% |
| Admin fee / account holder | $528,213 | $17,308+2951.9% | $16,298+3141.0% | $12,270+4204.9% |