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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 | $342,448 | $156,398+119.0% | $147,318+132.5% | $138,895+146.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.03% | 78.75%-70.7pp | 70.43%-62.4pp | 145.39%-137.4pp |
| Employer contribution / active EE | $4,600 | $4,853-5.2% | $4,593+0.2% | $4,194+9.7% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $64,759 | $14,976+332.4% | $13,708+372.4% | $12,562+415.5% |