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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 | $423,065 | $209,336+102.1% | $197,124+114.6% | $137,256+208.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 4.78% | 48.09%-43.3pp | 44.34%-39.6pp | 220.34%-215.6pp |
| Employer contribution / active EE | $7,193 | $6,591+9.1% | $6,227+15.5% | $4,156+73.1% |
| Participant deferral / active EE | $23,167 | $9,614+141.0% | $9,135+153.6% | $6,407+261.6% |
| Admin fee / account holder | $437 | $17,308-97.5% | $16,298-97.3% | $12,270-96.4% |