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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 | $334,032 | $201,372+65.9% | $184,260+81.3% | $145,884+129.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -0.54% | 29.04%-29.6pp | 28.84%-29.4pp | 551.85%-552.4pp |
| Employer contribution / active EE | $6,820 | $7,024-2.9% | $6,427+6.1% | $4,662+46.3% |
| Participant deferral / active EE | $25,113 | $9,808+156.1% | $9,133+175.0% | $6,690+275.4% |
| Admin fee / account holder | $2,144 | $16,362-86.9% | $13,898-84.6% | $13,392-84.0% |