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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 | $372,562 | $162,136+129.8% | $152,301+144.6% | $154,746+140.8% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 9.64% | 91.02%-81.4pp | 80.50%-70.9pp | 172.34%-162.7pp |
| Employer contribution / active EE | $8,792 | $4,890+79.8% | $4,624+90.1% | $4,379+100.8% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7,839 | $15,759-50.3% | $14,398-45.6% | $14,365-45.4% |