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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 | $361,004 | $165,361+118.3% | $149,715+141.1% | $158,950+127.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.72% | 348.24%-342.5pp | 276.66%-270.9pp | 302.91%-297.2pp |
| Employer contribution / active EE | $4,841 | $5,103-5.1% | $4,645+4.2% | $4,762+1.7% |
| Participant deferral / active EE | $16,917 | $7,182+135.6% | $6,842+147.2% | $5,983+182.8% |
| Admin fee / account holder | $324 | $10,808-97.0% | $9,310-96.5% | $11,248-97.1% |