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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 | $254,263 | $148,623+71.1% | $135,974+87.0% | $139,466+82.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 3.86% | 79.30%-75.4pp | 68.30%-64.4pp | 373.66%-369.8pp |
| Employer contribution / active EE | $5,418 | $5,246+3.3% | $4,859+11.5% | $4,754+14.0% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $13,622 | $12,406+9.8% | $10,767+26.5% | $11,409+19.4% |