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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 | $373,078 | $223,823+66.7% | $211,142+76.7% | $154,746+141.1% |
| Participation rate | 93.8% | 87.9%+5.9pp | 87.3%+6.5pp | 80.7%+13.0pp |
| Annual return | 4.79% | 50.39%-45.6pp | 46.84%-42.0pp | 172.34%-167.5pp |
| Employer contribution / active EE | $6,788 | $6,7870% | $6,442+5.4% | $4,379+55.0% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,626 | $19,707-91.8% | $19,076-91.5% | $14,365-88.7% |