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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 | $261,510 | $157,304+66.2% | $141,197+85.2% | $152,909+71.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.37% | 64.34%-52.0pp | 71.41%-59.0pp | 345.46%-333.1pp |
| Employer contribution / active EE | $12,719 | $5,263+141.7% | $4,736+168.5% | $4,764+167.0% |
| Participant deferral / active EE | $3,821 | $7,111-46.3% | $6,710-43.1% | $5,851-34.7% |
| Admin fee / account holder | $2,273 | $12,126-81.3% | $10,265-77.9% | $11,601-80.4% |