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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 | $212,386+41.6% | $199,883+50.5% | $138,895+116.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.8%-1.1pp | 79.9%+5.8pp |
| Annual return | 10.75% | 47.75%-37.0pp | 43.81%-33.1pp | 145.39%-134.6pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $18,057 | $9,617+87.8% | $9,138+97.6% | $6,396+182.3% |
| Admin fee / account holder | $344,953 | $18,233+1791.9% | $17,268+1897.7% | $12,562+2646.0% |