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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 | $343,457 | $181,062+89.7% | $158,223+117.1% | $155,188+121.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 7.08% | 57.39%-50.3pp | 52.09%-45.0pp | 148.84%-141.8pp |
| Employer contribution / active EE | $10,172 | $4,565+122.8% | $4,109+147.6% | $4,248+139.5% |
| Participant deferral / active EE | $7,458 | $6,134+21.6% | $5,467+36.4% | $6,531+14.2% |
| Admin fee / account holder | $102,145 | $18,825+442.6% | $16,047+536.5% | $14,480+605.4% |