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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 | $421,447 | $157,304+167.9% | $141,197+198.5% | $152,909+175.6% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 9.84% | 64.34%-54.5pp | 71.41%-61.6pp | 345.46%-335.6pp |
| Employer contribution / active EE | $15,000 | $5,263+185.0% | $4,736+216.7% | $4,764+214.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,952 | $12,126-26.2% | $10,265-12.8% | $11,601-22.8% |