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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 | $363,243 | $183,627+97.8% | $155,602+133.4% | $145,978+148.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.31% | 61.32%-56.0pp | 64.81%-59.5pp | 550.52%-545.2pp |
| Employer contribution / active EE | $8,145 | $5,316+53.2% | $4,675+74.2% | $4,662+74.7% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,124 | $19,327-83.8% | $15,923-80.4% | $13,400-76.7% |