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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 | $281,022 | $72,071+289.9% | $68,368+311.0% | $137,256+104.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.35% | 353.14%-341.8pp | 292.57%-281.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $14,593 | $2,788+423.4% | $2,649+450.9% | $4,156+251.1% |
| Participant deferral / active EE | $10,999 | $4,410+149.4% | $4,123+166.8% | $6,407+71.7% |
| Admin fee / account holder | $2,661 | $5,336-50.1% | $5,150-48.3% | $12,270-78.3% |