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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 | $343,715 | $174,379+97.1% | $152,093+126.0% | $138,895+147.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 3.39% | 74.86%-71.5pp | 66.36%-63.0pp | 145.39%-142.0pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,000 | $6,159+62.4% | $5,451+83.4% | $6,396+56.3% |
| Admin fee / account holder | $19,375 | $16,880+14.8% | $14,497+33.7% | $12,562+54.2% |