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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 | $405,084 | $165,361+145.0% | $149,715+170.6% | $158,950+154.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.85% | 348.24%-340.4pp | 276.66%-268.8pp | 302.91%-295.1pp |
| Employer contribution / active EE | $6,862 | $5,103+34.4% | $4,645+47.7% | $4,762+44.1% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $32,819 | $10,808+203.7% | $9,310+252.5% | $11,248+191.8% |