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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 | $400,462 | $209,422+91.2% | $178,503+124.3% | $158,982+151.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.30% | 188.81%-186.5pp | 151.12%-148.8pp | 302.99%-300.7pp |
| Employer contribution / active EE | $1,361 | $5,707-76.2% | $5,011-72.9% | $4,763-71.4% |
| Participant deferral / active EE | $14,250 | $5,955+139.3% | $5,202+173.9% | $5,983+138.2% |
| Admin fee / account holder | $10,009 | $17,079-41.4% | $13,987-28.4% | $11,252-11.0% |