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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 | $331,020 | $185,883+78.1% | $170,043+94.7% | $139,466+137.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.20% | 60.54%-52.3pp | 53.40%-45.2pp | 373.66%-365.5pp |
| Employer contribution / active EE | $26,347 | $7,596+246.8% | $6,790+288.0% | $4,754+454.2% |
| Participant deferral / active EE | $30,450 | $11,626+161.9% | $10,410+192.5% | $6,712+353.7% |
| Admin fee / account holder | $21,859 | $15,393+42.0% | $12,824+70.4% | $11,409+91.6% |