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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 | $326,059 | $209,336+55.8% | $197,124+65.4% | $137,256+137.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.62% | 48.09%-40.5pp | 44.34%-36.7pp | 220.34%-212.7pp |
| Employer contribution / active EE | $5,886 | $6,591-10.7% | $6,227-5.5% | $4,156+41.6% |
| Participant deferral / active EE | $12,665 | $9,614+31.7% | $9,135+38.6% | $6,407+97.7% |
| Admin fee / account holder | $1,499 | $17,308-91.3% | $16,298-90.8% | $12,270-87.8% |