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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 | $304,756 | $157,304+93.7% | $141,197+115.8% | $152,909+99.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.00% | 64.34%-51.3pp | 71.41%-58.4pp | 345.46%-332.5pp |
| Employer contribution / active EE | $7,704 | $5,263+46.4% | $4,736+62.7% | $4,764+61.7% |
| Participant deferral / active EE | $9,179 | $7,111+29.1% | $6,710+36.8% | $5,851+56.9% |
| Admin fee / account holder | $4,049 | $12,126-66.6% | $10,265-60.6% | $11,601-65.1% |