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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 | $310,444 | $217,432+42.8% | $185,851+67.0% | $167,553+85.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.60% | 148.43%-143.8pp | 122.11%-117.5pp | 478.89%-474.3pp |
| Employer contribution / active EE | $3,970 | $5,874-32.4% | $5,168-23.2% | $4,840-18.0% |
| Participant deferral / active EE | $8,667 | $6,357+36.3% | $5,569+55.6% | $6,343+36.6% |
| Admin fee / account holder | $8,333 | $19,820-58.0% | $16,245-48.7% | $12,316-32.3% |