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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 | $279,582 | $174,379+60.3% | $152,093+83.8% | $138,895+101.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 2.25% | 74.86%-72.6pp | 66.36%-64.1pp | 145.39%-143.1pp |
| Employer contribution / active EE | $18,875 | $4,652+305.8% | $4,175+352.1% | $4,194+350.0% |
| Participant deferral / active EE | $14,250 | $6,159+131.4% | $5,451+161.4% | $6,396+122.8% |
| Admin fee / account holder | $1,753 | $16,880-89.6% | $14,497-87.9% | $12,562-86.0% |