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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 | $270,601 | $162,136+66.9% | $152,301+77.7% | $154,746+74.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.69% | 91.02%-82.3pp | 80.50%-71.8pp | 172.34%-163.7pp |
| Employer contribution / active EE | $25,983 | $4,890+431.3% | $4,624+461.9% | $4,379+493.3% |
| Participant deferral / active EE | $31,000 | $8,341+271.7% | $8,004+287.3% | $6,730+360.6% |
| Admin fee / account holder | $305 | $15,759-98.1% | $14,398-97.9% | $14,365-97.9% |