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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 | $286,471 | $197,625+45.0% | $177,840+61.1% | $158,966+80.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.74% | 58.76%-53.0pp | 48.32%-42.6pp | 302.95%-297.2pp |
| Employer contribution / active EE | $19,299 | $6,698+188.1% | $5,919+226.1% | $4,762+305.2% |
| Participant deferral / active EE | $4,946 | $8,405-41.2% | $7,714-35.9% | $5,983-17.3% |
| Admin fee / account holder | $6,667 | $15,405-56.7% | $12,431-46.4% | $11,250-40.7% |