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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 | $342,515 | $162,136+111.3% | $152,301+124.9% | $154,746+121.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 4.35% | 91.02%-86.7pp | 80.50%-76.2pp | 172.34%-168.0pp |
| Employer contribution / active EE | $2,126 | $4,890-56.5% | $4,624-54.0% | $4,379-51.5% |
| Participant deferral / active EE | $4,060 | $8,341-51.3% | $8,004-49.3% | $6,730-39.7% |
| Admin fee / account holder | $19,591 | $15,759+24.3% | $14,398+36.1% | $14,365+36.4% |