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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 | $312,138 | $157,296+98.4% | $141,191+121.1% | $152,897+104.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.72% | 64.34%-51.6pp | 71.41%-58.7pp | 345.43%-332.7pp |
| Employer contribution / active EE | $17,812 | $5,262+238.5% | $4,736+276.1% | $4,764+273.9% |
| Participant deferral / active EE | $4,721 | $7,111-33.6% | $6,710-29.6% | $5,851-19.3% |
| Admin fee / account holder | $1,463 | $12,125-87.9% | $10,264-85.7% | $11,599-87.4% |