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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 | $278,894 | $185,883+50.0% | $170,043+64.0% | $139,466+100.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.50% | 60.54%-50.0pp | 53.40%-42.9pp | 373.66%-363.2pp |
| Employer contribution / active EE | $12,398 | $7,596+63.2% | $6,790+82.6% | $4,754+160.8% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $690 | $15,393-95.5% | $12,824-94.6% | $11,409-93.9% |