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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 | $331,477 | $162,136+104.4% | $152,301+117.6% | $154,746+114.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 10.50% | 91.02%-80.5pp | 80.50%-70.0pp | 172.34%-161.8pp |
| Employer contribution / active EE | $5,381 | $4,890+10.0% | $4,624+16.4% | $4,379+22.9% |
| Participant deferral / active EE | $15,884 | $8,341+90.4% | $8,004+98.5% | $6,730+136.0% |
| Admin fee / account holder | $116,296 | $15,759+637.9% | $14,398+707.7% | $14,365+709.6% |