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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 | $257,313 | $157,304+63.6% | $141,197+82.2% | $152,909+68.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 6.95% | 64.34%-57.4pp | 71.41%-64.5pp | 345.46%-338.5pp |
| Employer contribution / active EE | $5,833 | $5,263+10.8% | $4,736+23.2% | $4,764+22.4% |
| Participant deferral / active EE | $10,000 | $7,111+40.6% | $6,710+49.0% | $5,851+70.9% |
| Admin fee / account holder | $61,873 | $12,126+410.3% | $10,265+502.8% | $11,601+433.4% |