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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 | $303,936 | $209,425+45.1% | $178,499+70.3% | $158,966+91.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.69% | 188.80%-184.1pp | 151.10%-146.4pp | 302.95%-298.3pp |
| Employer contribution / active EE | $4,698 | $5,707-17.7% | $5,011-6.3% | $4,762-1.4% |
| Participant deferral / active EE | $26,000 | $5,955+336.6% | $5,202+399.8% | $5,983+334.6% |
| Admin fee / account holder | $1,944 | $17,078-88.6% | $13,986-86.1% | $11,250-82.7% |