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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 | $295,824 | $162,136+82.5% | $152,301+94.2% | $154,746+91.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 7.78% | 91.02%-83.2pp | 80.50%-72.7pp | 172.34%-164.6pp |
| Employer contribution / active EE | $6,024 | $4,890+23.2% | $4,624+30.3% | $4,379+37.6% |
| Participant deferral / active EE | $19,500 | $8,341+133.8% | $8,004+143.6% | $6,730+189.7% |
| Admin fee / account holder | $3,535 | $15,759-77.6% | $14,398-75.5% | $14,365-75.4% |