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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 | $162,136+57.8% | $152,301+68.0% | $154,746+65.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.16% | 91.02%-79.9pp | 80.50%-69.3pp | 172.34%-161.2pp |
| Employer contribution / active EE | $15,243 | $4,890+211.7% | $4,624+229.6% | $4,379+248.1% |
| Participant deferral / active EE | $13,271 | $8,341+59.1% | $8,004+65.8% | $6,730+97.2% |
| Admin fee / account holder | $215,747 | $15,759+1269.0% | $14,398+1398.5% | $14,365+1401.9% |