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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 | $307,188 | $209,336+46.7% | $197,124+55.8% | $137,256+123.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 6.01% | 48.09%-42.1pp | 44.34%-38.3pp | 220.34%-214.3pp |
| Employer contribution / active EE | $14,286 | $6,591+116.8% | $6,227+129.4% | $4,156+243.7% |
| Participant deferral / active EE | $11,259 | $9,614+17.1% | $9,135+23.3% | $6,407+75.7% |
| Admin fee / account holder | $2,815 | $17,308-83.7% | $16,298-82.7% | $12,270-77.1% |