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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 | $335,769 | $183,539+82.9% | $155,556+115.9% | $145,897+130.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 8.01% | 61.31%-53.3pp | 64.84%-56.8pp | 552.29%-544.3pp |
| Employer contribution / active EE | $12,857 | $5,315+141.9% | $4,675+175.0% | $4,663+175.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $22,431 | $19,275+16.4% | $15,885+41.2% | $13,390+67.5% |