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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 | $345,020 | $172,111+100.5% | $150,298+129.6% | $137,256+151.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.29% | 69.37%-58.1pp | 62.79%-51.5pp | 220.34%-209.1pp |
| Employer contribution / active EE | $18,347 | $4,636+295.7% | $4,154+341.7% | $4,156+341.5% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $14,495 | $16,471-12.0% | $14,116+2.7% | $12,270+18.1% |