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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 | $338,630 | $162,136+108.9% | $152,301+122.3% | $154,746+118.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.04% | 91.02%-81.0pp | 80.50%-70.5pp | 172.34%-162.3pp |
| Employer contribution / active EE | $3,412 | $4,890-30.2% | $4,624-26.2% | $4,379-22.1% |
| Participant deferral / active EE | $5,313 | $8,341-36.3% | $8,004-33.6% | $6,730-21.1% |
| Admin fee / account holder | $7,499 | $15,759-52.4% | $14,398-47.9% | $14,365-47.8% |