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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 | $256,253 | $156,398+63.8% | $147,318+73.9% | $138,895+84.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.16% | 78.75%-67.6pp | 70.43%-59.3pp | 145.39%-134.2pp |
| Employer contribution / active EE | $28,929 | $4,853+496.1% | $4,593+529.9% | $4,194+589.7% |
| Participant deferral / active EE | $44,137 | $8,237+435.8% | $7,906+458.2% | $6,396+590.0% |
| Admin fee / account holder | $460,784 | $14,976+2976.9% | $13,708+3261.5% | $12,562+3568.0% |