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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 | $327,117 | $154,228+112.1% | $145,433+124.9% | $137,256+138.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.65% | 74.59%-67.9pp | 66.58%-59.9pp | 220.34%-213.7pp |
| Employer contribution / active EE | $9,000 | $4,804+87.3% | $4,554+97.6% | $4,156+116.6% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,476 | $14,344-82.7% | $13,129-81.1% | $12,270-79.8% |