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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 | $352,335 | $209,336+68.3% | $197,124+78.7% | $137,256+156.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -0.54% | 48.09%-48.6pp | 44.34%-44.9pp | 220.34%-220.9pp |
| Employer contribution / active EE | $5,787 | $6,591-12.2% | $6,227-7.1% | $4,156+39.2% |
| Participant deferral / active EE | $14,306 | $9,614+48.8% | $9,135+56.6% | $6,407+123.3% |
| Admin fee / account holder | $2,269 | $17,308-86.9% | $16,298-86.1% | $12,270-81.5% |