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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 | $322,323 | $148,582+116.9% | $135,942+137.1% | $139,456+131.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.70% | 79.26%-68.6pp | 68.28%-57.6pp | 373.45%-362.8pp |
| Employer contribution / active EE | $6,942 | $5,245+32.4% | $4,858+42.9% | $4,753+46.1% |
| Participant deferral / active EE | $10,000 | $8,101+23.4% | $7,759+28.9% | $6,711+49.0% |
| Admin fee / account holder | $7,289 | $12,402-41.2% | $10,764-32.3% | $11,407-36.1% |