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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 | $257,062 | $156,398+64.4% | $147,318+74.5% | $138,895+85.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.37% | 78.75%-71.4pp | 70.43%-63.1pp | 145.39%-138.0pp |
| Employer contribution / active EE | $2,322 | $4,853-52.2% | $4,593-49.4% | $4,194-44.6% |
| Participant deferral / active EE | $5,697 | $8,237-30.8% | $7,906-27.9% | $6,396-10.9% |
| Admin fee / account holder | $317,225 | $14,976+2018.3% | $13,708+2214.2% | $12,562+2425.2% |