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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 | $415,639 | $223,823+85.7% | $211,142+96.9% | $154,746+168.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 9.19% | 50.39%-41.2pp | 46.84%-37.6pp | 172.34%-163.1pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $25,500 | $9,750+161.5% | $9,284+174.7% | $6,730+278.9% |
| Admin fee / account holder | $6,750 | $19,707-65.7% | $19,076-64.6% | $14,365-53.0% |