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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 | $377,227 | $162,136+132.7% | $152,301+147.7% | $154,746+143.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.50% | 91.02%-81.5pp | 80.50%-71.0pp | 172.34%-162.8pp |
| Employer contribution / active EE | $18,805 | $4,890+284.5% | $4,624+306.6% | $4,379+329.4% |
| Participant deferral / active EE | $15,900 | $8,341+90.6% | $8,004+98.7% | $6,730+136.2% |
| Admin fee / account holder | $5,847 | $15,759-62.9% | $14,398-59.4% | $14,365-59.3% |