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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 | $365,739 | $157,304+132.5% | $141,197+159.0% | $152,909+139.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.40% | 64.34%-49.9pp | 71.41%-57.0pp | 345.46%-331.1pp |
| Employer contribution / active EE | $11,476 | $5,263+118.1% | $4,736+142.3% | $4,764+140.9% |
| Participant deferral / active EE | $7,500 | $7,111+5.5% | $6,710+11.8% | $5,851+28.2% |
| Admin fee / account holder | $12,244 | $12,126+1.0% | $10,265+19.3% | $11,601+5.5% |