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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 | $306,497 | $183,592+66.9% | $155,574+97.0% | $145,877+110.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.61% | 61.37%-52.8pp | 64.87%-56.3pp | 551.28%-542.7pp |
| Employer contribution / active EE | $21,125 | $5,317+297.3% | $4,676+351.8% | $4,663+353.0% |
| Participant deferral / active EE | $31,000 | $6,466+379.4% | $5,629+450.7% | $6,691+363.3% |
| Admin fee / account holder | $3,422 | $19,316-82.3% | $15,914-78.5% | $13,402-74.5% |