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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 | $255,919 | $154,228+65.9% | $145,433+76.0% | $137,256+86.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.16% | 74.59%-63.4pp | 66.58%-55.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $15,243 | $4,804+217.3% | $4,554+234.7% | $4,156+266.8% |
| Participant deferral / active EE | $13,271 | $8,216+61.5% | $7,897+68.0% | $6,407+107.1% |
| Admin fee / account holder | $215,747 | $14,344+1404.1% | $13,129+1543.3% | $12,270+1658.3% |