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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 | $342,212 | $174,379+96.2% | $152,093+125.0% | $138,895+146.4% |
| Participation rate | 77.3% | 81.6%-4.4pp | 77.8%-0.5pp | 79.9%-2.6pp |
| Annual return | 9.35% | 74.86%-65.5pp | 66.36%-57.0pp | 145.39%-136.0pp |
| Employer contribution / active EE | $18,908 | $4,652+306.5% | $4,175+352.9% | $4,194+350.8% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6,366 | $16,880-62.3% | $14,497-56.1% | $12,562-49.3% |