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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 | $306,306 | $183,516+66.9% | $155,534+96.9% | $145,884+110.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.45% | 61.43%-54.0pp | 64.92%-57.5pp | 551.85%-544.4pp |
| Employer contribution / active EE | $2,397 | $5,315-54.9% | $4,675-48.7% | $4,662-48.6% |
| Participant deferral / active EE | $19,033 | $6,467+194.3% | $5,630+238.1% | $6,690+184.5% |
| Admin fee / account holder | $1,864 | $19,293-90.3% | $15,900-88.3% | $13,392-86.1% |