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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 | $378,797 | $172,111+120.1% | $150,298+152.0% | $137,256+176.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.31% | 69.37%-61.1pp | 62.79%-54.5pp | 220.34%-212.0pp |
| Employer contribution / active EE | $10,661 | $4,636+129.9% | $4,154+156.6% | $4,156+156.5% |
| Participant deferral / active EE | $8,304 | $6,166+34.7% | $5,453+52.3% | $6,407+29.6% |
| Admin fee / account holder | $5,386 | $16,471-67.3% | $14,116-61.8% | $12,270-56.1% |