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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 | $300,732 | $209,336+43.7% | $197,124+52.6% | $137,256+119.1% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 10.75% | 48.09%-37.3pp | 44.34%-33.6pp | 220.34%-209.6pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $18,057 | $9,614+87.8% | $9,135+97.7% | $6,407+181.8% |
| Admin fee / account holder | $344,953 | $17,308+1893.1% | $16,298+2016.5% | $12,270+2711.3% |