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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 | $263,382 | $160,028+64.6% | $147,080+79.1% | $145,884+80.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.75% | 98.60%-90.9pp | 420.17%-412.4pp | 551.85%-544.1pp |
| Employer contribution / active EE | $3,510 | $5,286-33.6% | $4,933-28.9% | $4,662-24.7% |
| Participant deferral / active EE | $11,250 | $8,422+33.6% | $8,066+39.5% | $6,690+68.2% |
| Admin fee / account holder | $20,020 | $15,030+33.2% | $12,989+54.1% | $13,392+49.5% |