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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 | $374,269 | $223,823+67.2% | $211,142+77.3% | $154,746+141.9% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 10.33% | 50.39%-40.1pp | 46.84%-36.5pp | 172.34%-162.0pp |
| Employer contribution / active EE | $30,191 | $6,787+344.9% | $6,442+368.6% | $4,379+589.4% |
| Participant deferral / active EE | $14,199 | $9,750+45.6% | $9,284+52.9% | $6,730+111.0% |
| Admin fee / account holder | $257,788 | $19,707+1208.1% | $19,076+1251.4% | $14,365+1694.5% |