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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 | $320,791 | $162,136+97.9% | $152,301+110.6% | $154,746+107.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 7.80% | 91.02%-83.2pp | 80.50%-72.7pp | 172.34%-164.5pp |
| Employer contribution / active EE | $6,058 | $4,890+23.9% | $4,624+31.0% | $4,379+38.3% |
| Participant deferral / active EE | $15,258 | $8,341+82.9% | $8,004+90.6% | $6,730+126.7% |
| Admin fee / account holder | $39,100 | $15,759+148.1% | $14,398+171.6% | $14,365+172.2% |