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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 | $414,308 | $162,136+155.5% | $152,301+172.0% | $154,746+167.7% |
| 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 | $10,661 | $4,890+118.0% | $4,624+130.5% | $4,379+143.4% |
| Participant deferral / active EE | $5,990 | $8,341-28.2% | $8,004-25.2% | $6,730-11.0% |
| Admin fee / account holder | $1,190 | $15,759-92.4% | $14,398-91.7% | $14,365-91.7% |