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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 | $276,680 | $156,398+76.9% | $147,318+87.8% | $138,895+99.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.40% | 78.75%-71.4pp | 70.43%-63.0pp | 145.39%-138.0pp |
| Employer contribution / active EE | $10,270 | $4,853+111.6% | $4,593+123.6% | $4,194+144.9% |
| Participant deferral / active EE | $13,639 | $8,237+65.6% | $7,906+72.5% | $6,396+113.2% |
| Admin fee / account holder | $695,509 | $14,976+4544.2% | $13,708+4973.9% | $12,562+5436.5% |