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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 | $349,983 | $156,398+123.8% | $147,318+137.6% | $138,895+152.0% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 10.31% | 78.75%-68.4pp | 70.43%-60.1pp | 145.39%-135.1pp |
| Employer contribution / active EE | $4,314 | $4,853-11.1% | $4,593-6.1% | $4,194+2.8% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6,359 | $14,976-57.5% | $13,708-53.6% | $12,562-49.4% |