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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 | $263,045 | $162,136+62.2% | $152,301+72.7% | $154,746+70.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 3.16% | 91.02%-87.9pp | 80.50%-77.3pp | 172.34%-169.2pp |
| Employer contribution / active EE | $18,823 | $4,890+284.9% | $4,624+307.0% | $4,379+329.8% |
| Participant deferral / active EE | $15,780 | $8,341+89.2% | $8,004+97.2% | $6,730+134.5% |
| Admin fee / account holder | $3,303 | $15,759-79.0% | $14,398-77.1% | $14,365-77.0% |