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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 | $372,951 | $228,352+63.3% | $185,827+100.7% | $158,950+134.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -4.44% | 40.81%-45.2pp | 35.96%-40.4pp | 302.91%-307.3pp |
| Employer contribution / active EE | $13,998 | $4,967+181.8% | $4,087+242.5% | $4,762+194.0% |
| Participant deferral / active EE | $25,667 | $6,416+300.0% | $5,633+355.7% | $5,983+329.0% |
| Admin fee / account holder | $1,929 | $11,867-83.7% | $9,502-79.7% | $11,248-82.9% |