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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 | $348,906 | $199,109+75.2% | $173,730+100.8% | $154,746+125.5% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.6%+13.8pp | 80.7%+12.6pp |
| Annual return | 5.24% | 20.02%-14.8pp | 19.96%-14.7pp | 172.34%-167.1pp |
| Employer contribution / active EE | $23,160 | $5,311+336.1% | $4,577+406.0% | $4,379+428.9% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $18,271 | $20,916-12.6% | $17,523+4.3% | $14,365+27.2% |