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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 | $335,503 | $162,136+106.9% | $152,301+120.3% | $154,746+116.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 5.41% | 91.02%-85.6pp | 80.50%-75.1pp | 172.34%-166.9pp |
| Employer contribution / active EE | $9,883 | $4,890+102.1% | $4,624+113.7% | $4,379+125.7% |
| Participant deferral / active EE | $11,691 | $8,341+40.2% | $8,004+46.1% | $6,730+73.7% |
| Admin fee / account holder | $6,000 | $15,759-61.9% | $14,398-58.3% | $14,365-58.2% |