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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 | $274,449 | $202,345+35.6% | $172,755+58.9% | $152,885+79.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.16% | 1029.77%-1026.6pp | 802.94%-799.8pp | 345.39%-342.2pp |
| Employer contribution / active EE | $2,134 | $5,858-63.6% | $5,144-58.5% | $4,763-55.2% |
| Participant deferral / active EE | $9,252 | $5,948+55.5% | $5,198+78.0% | $5,851+58.1% |
| Admin fee / account holder | $2,282 | $17,111-86.7% | $13,955-83.7% | $11,598-80.3% |