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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 | $497,347 | $172,111+189.0% | $150,298+230.9% | $137,256+262.3% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 7.26% | 69.37%-62.1pp | 62.79%-55.5pp | 220.34%-213.1pp |
| Employer contribution / active EE | $1,869 | $4,636-59.7% | $4,154-55.0% | $4,156-55.0% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $19,361 | $16,471+17.5% | $14,116+37.2% | $12,270+57.8% |