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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 | $251,056 | $183,516+36.8% | $155,534+61.4% | $145,884+72.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.52% | 61.43%-53.9pp | 64.92%-57.4pp | 551.85%-544.3pp |
| Employer contribution / active EE | $8,310 | $5,315+56.4% | $4,675+77.8% | $4,662+78.2% |
| Participant deferral / active EE | $3,978 | $6,467-38.5% | $5,630-29.4% | $6,690-40.5% |
| Admin fee / account holder | $1,295 | $19,293-93.3% | $15,900-91.9% | $13,392-90.3% |