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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 | $154,228+66.2% | $145,433+76.2% | $137,256+86.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.16% | 74.59%-63.4pp | 66.58%-55.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $28,929 | $4,804+502.2% | $4,554+535.2% | $4,156+596.1% |
| Participant deferral / active EE | $44,137 | $8,216+437.2% | $7,897+458.9% | $6,407+588.9% |
| Admin fee / account holder | $460,784 | $14,344+3112.5% | $13,129+3409.7% | $12,270+3655.3% |