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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 | $358,284 | $217,432+64.8% | $185,849+92.8% | $167,536+113.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.84% | 148.42%-144.6pp | 122.10%-118.3pp | 478.82%-475.0pp |
| Employer contribution / active EE | $12,202 | $5,875+107.7% | $5,169+136.1% | $4,839+152.2% |
| Participant deferral / active EE | $8,000 | $6,357+25.8% | $5,569+43.7% | $6,342+26.1% |
| Admin fee / account holder | $4,709 | $19,818-76.2% | $16,244-71.0% | $12,315-61.8% |