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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 | $293,368 | $156,398+87.6% | $147,318+99.1% | $138,895+111.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.03% | 78.75%-67.7pp | 70.43%-59.4pp | 145.39%-134.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,000 | $8,237-15.0% | $7,906-11.5% | $6,396+9.4% |
| Admin fee / account holder | $6,814 | $14,976-54.5% | $13,708-50.3% | $12,562-45.8% |