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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 | $255,143 | $202,342+26.1% | $172,752+47.7% | $152,897+66.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.58% | 1029.83%-1023.2pp | 802.97%-796.4pp | 345.43%-338.9pp |
| Employer contribution / active EE | $8,606 | $5,858+46.9% | $5,144+67.3% | $4,764+80.7% |
| Participant deferral / active EE | $4,091 | $5,948-31.2% | $5,198-21.3% | $5,851-30.1% |
| Admin fee / account holder | $8,301 | $17,111-51.5% | $13,955-40.5% | $11,599-28.4% |