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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 | $363,050 | $209,422+73.4% | $178,503+103.4% | $158,982+128.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.95% | 188.81%-186.9pp | 151.12%-149.2pp | 302.99%-301.0pp |
| Employer contribution / active EE | $7,698 | $5,707+34.9% | $5,011+53.6% | $4,763+61.6% |
| Participant deferral / active EE | $7,020 | $5,955+17.9% | $5,202+34.9% | $5,983+17.3% |
| Admin fee / account holder | $6,070 | $17,079-64.5% | $13,987-56.6% | $11,252-46.1% |