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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 | $357,094 | $212,386+68.1% | $199,883+78.7% | $138,895+157.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 2.64% | 47.75%-45.1pp | 43.81%-41.2pp | 145.39%-142.8pp |
| Employer contribution / active EE | $6,667 | $6,625+0.6% | $6,261+6.5% | $4,194+58.9% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $12,000 | $18,233-34.2% | $17,268-30.5% | $12,562-4.5% |