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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 | $379,158 | $223,823+69.4% | $211,142+79.6% | $154,746+145.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 4.46% | 50.39%-45.9pp | 46.84%-42.4pp | 172.34%-167.9pp |
| Employer contribution / active EE | $7,040 | $6,787+3.7% | $6,442+9.3% | $4,379+60.8% |
| Participant deferral / active EE | $9,000 | $9,750-7.7% | $9,284-3.1% | $6,730+33.7% |
| Admin fee / account holder | $5,171 | $19,707-73.8% | $19,076-72.9% | $14,365-64.0% |