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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 | $332,687 | $211,288+57.5% | $178,540+86.3% | $145,884+128.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.10% | 30.27%-23.2pp | 27.15%-20.1pp | 551.85%-544.8pp |
| Employer contribution / active EE | $16,535 | $4,574+261.5% | $3,953+318.3% | $4,662+254.6% |
| Participant deferral / active EE | $10,167 | $6,967+45.9% | $6,281+61.9% | $6,690+52.0% |
| Admin fee / account holder | $1,433 | $12,105-88.2% | $10,424-86.3% | $13,392-89.3% |