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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 | $270,192 | $172,111+57.0% | $150,298+79.8% | $137,256+96.9% |
| Participation rate | 95.8% | 81.7%+14.1pp | 77.8%+18.1pp | 80.0%+15.9pp |
| Annual return | 7.06% | 69.37%-62.3pp | 62.79%-55.7pp | 220.34%-213.3pp |
| Employer contribution / active EE | $14,964 | $4,636+222.8% | $4,154+260.2% | $4,156+260.1% |
| Participant deferral / active EE | $3,545 | $6,166-42.5% | $5,453-35.0% | $6,407-44.7% |
| Admin fee / account holder | $81,194 | $16,471+393.0% | $14,116+475.2% | $12,270+561.7% |