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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 | $265,240 | $132,099+100.8% | $115,599+129.4% | $138,895+91.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 7.60% | 176.76%-169.2pp | 111.10%-103.5pp | 145.39%-137.8pp |
| Employer contribution / active EE | $3,987 | $3,416+16.7% | $2,955+34.9% | $4,194-5.0% |
| Participant deferral / active EE | $2,195 | $5,617-60.9% | $4,889-55.1% | $6,396-65.7% |
| Admin fee / account holder | $39,303 | $15,650+151.1% | $12,841+206.1% | $12,562+212.9% |