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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 | $155,555+113.1% | $146,866+125.7% | $155,188+113.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 10.50% | 115.41%-104.9pp | 102.85%-92.4pp | 148.84%-138.3pp |
| Employer contribution / active EE | $5,381 | $4,647+15.8% | $4,425+21.6% | $4,248+26.7% |
| Participant deferral / active EE | $15,884 | $8,044+97.5% | $7,759+104.7% | $6,531+143.2% |
| Admin fee / account holder | $116,296 | $14,755+688.2% | $13,620+753.9% | $14,480+703.2% |