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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 | $319,556 | $148,582+115.1% | $135,942+135.1% | $139,456+129.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.78% | 79.26%-69.5pp | 68.28%-58.5pp | 373.45%-363.7pp |
| Employer contribution / active EE | $7,895 | $5,245+50.5% | $4,858+62.5% | $4,753+66.1% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $912 | $12,402-92.7% | $10,764-91.5% | $11,407-92.0% |