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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 | $285,139 | $176,120+61.9% | $159,487+78.8% | $167,553+70.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.13% | 331.95%-323.8pp | 263.71%-255.6pp | 478.89%-470.8pp |
| Employer contribution / active EE | $7,320 | $5,299+38.1% | $4,831+51.5% | $4,840+51.2% |
| Participant deferral / active EE | $5,319 | $7,752-31.4% | $7,354-27.7% | $6,343-16.1% |
| Admin fee / account holder | $4,176 | $12,561-66.8% | $10,804-61.3% | $12,316-66.1% |