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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 | $367,541 | $209,425+75.5% | $178,499+105.9% | $158,966+131.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.06% | 188.80%-183.7pp | 151.10%-146.0pp | 302.95%-297.9pp |
| Employer contribution / active EE | $11,550 | $5,707+102.4% | $5,011+130.5% | $4,762+142.5% |
| Participant deferral / active EE | $7,672 | $5,955+28.8% | $5,202+47.5% | $5,983+28.2% |
| Admin fee / account holder | $2,731 | $17,078-84.0% | $13,986-80.5% | $11,250-75.7% |