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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 | $213,785+63.2% | $185,441+88.1% | $155,188+124.8% |
| Participation rate | 93.3% | 83.2%+10.1pp | 80.3%+13.1pp | 80.8%+12.5pp |
| Annual return | 5.24% | 19.97%-14.7pp | 20.16%-14.9pp | 148.84%-143.6pp |
| Employer contribution / active EE | $23,160 | $5,393+329.5% | $4,672+395.7% | $4,248+445.2% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $18,271 | $21,134-13.5% | $17,890+2.1% | $14,480+26.2% |