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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 | $223,823+89.0% | $211,142+100.4% | $154,746+173.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 4.78% | 50.39%-45.6pp | 46.84%-42.1pp | 172.34%-167.6pp |
| Employer contribution / active EE | $7,193 | $6,787+6.0% | $6,442+11.6% | $4,379+64.3% |
| Participant deferral / active EE | $23,167 | $9,750+137.6% | $9,284+149.5% | $6,730+244.2% |
| Admin fee / account holder | $437 | $19,707-97.8% | $19,076-97.7% | $14,365-97.0% |