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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 | $272,042 | $165,361+64.5% | $149,715+81.7% | $158,950+71.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.01% | 348.24%-340.2pp | 276.66%-268.7pp | 302.91%-294.9pp |
| Employer contribution / active EE | $7,750 | $5,103+51.9% | $4,645+66.9% | $4,762+62.7% |
| Participant deferral / active EE | $8,848 | $7,182+23.2% | $6,842+29.3% | $5,983+47.9% |
| Admin fee / account holder | $19,614 | $10,808+81.5% | $9,310+110.7% | $11,248+74.4% |