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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 | $373,960 | $198,457+88.4% | $170,435+119.4% | $147,586+153.4% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 4.77% | 257.30%-252.5pp | 205.94%-201.2pp | 578.59%-573.8pp |
| Employer contribution / active EE | $5,000 | $6,183-19.1% | $5,432-8.0% | $4,876+2.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $18,543 | $16,852+10.0% | $13,881+33.6% | $10,886+70.3% |