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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 | $261,376 | $198,457+31.7% | $170,435+53.4% | $147,586+77.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.31% | 257.30%-251.0pp | 205.94%-199.6pp | 578.59%-572.3pp |
| Employer contribution / active EE | $6,447 | $6,183+4.3% | $5,432+18.7% | $4,876+32.2% |
| Participant deferral / active EE | $20,000 | $5,629+255.3% | $4,939+304.9% | $5,439+267.7% |
| Admin fee / account holder | $1,542 | $16,852-90.8% | $13,881-88.9% | $10,886-85.8% |