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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 | $372,030 | $157,276+136.5% | $141,177+163.5% | $152,885+143.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.14% | 64.33%-57.2pp | 71.40%-64.3pp | 345.39%-338.3pp |
| Employer contribution / active EE | $1,097 | $5,262-79.1% | $4,736-76.8% | $4,763-77.0% |
| Participant deferral / active EE | $4,918 | $7,110-30.8% | $6,710-26.7% | $5,851-15.9% |
| Admin fee / account holder | $21,619 | $12,123+78.3% | $10,263+110.7% | $11,598+86.4% |