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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 | $374,961 | $175,257+113.9% | $149,717+150.4% | $139,456+168.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.98% | 166.70%-160.7pp | 134.41%-128.4pp | 373.45%-367.5pp |
| Employer contribution / active EE | $3,152 | $5,477-42.4% | $4,820-34.6% | $4,753-33.7% |
| Participant deferral / active EE | $10,848 | $6,521+66.4% | $5,682+90.9% | $6,711+61.6% |
| Admin fee / account holder | $14,956 | $16,156-7.4% | $13,213+13.2% | $11,407+31.1% |