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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 | $297,915 | $165,399+80.1% | $149,745+98.9% | $158,982+87.4% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 6.36% | 348.34%-342.0pp | 276.72%-270.4pp | 302.99%-296.6pp |
| Employer contribution / active EE | $8,031 | $5,105+57.3% | $4,646+72.9% | $4,763+68.6% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,942 | $10,811-54.3% | $9,312-46.9% | $11,252-56.1% |