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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 | $351,695 | $178,174+97.4% | $156,181+125.2% | $137,256+156.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 7.27% | 84.19%-76.9pp | 64.87%-57.6pp | 220.34%-213.1pp |
| Employer contribution / active EE | $1,111 | $4,972-77.7% | $4,294-74.1% | $4,156-73.3% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $15,435 | $17,404-11.3% | $14,586+5.8% | $12,270+25.8% |