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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 | $273,376 | $227,291+20.3% | $214,702+27.3% | $155,188+76.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 5.71% | 60.08%-54.4pp | 54.55%-48.8pp | 148.84%-143.1pp |
| Employer contribution / active EE | $12,500 | $6,772+84.6% | $6,461+93.5% | $4,248+194.3% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,743 | $20,413-91.5% | $19,830-91.2% | $14,480-88.0% |