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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 | $337,675 | $223,823+50.9% | $211,142+59.9% | $154,746+118.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 3.14% | 50.39%-47.3pp | 46.84%-43.7pp | 172.34%-169.2pp |
| Employer contribution / active EE | $24,850 | $6,787+266.2% | $6,442+285.7% | $4,379+467.5% |
| Participant deferral / active EE | $52,500 | $9,750+438.4% | $9,284+465.5% | $6,730+680.0% |
| Admin fee / account holder | $4,452 | $19,707-77.4% | $19,076-76.7% | $14,365-69.0% |