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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 | $370,674 | $156,398+137.0% | $147,318+151.6% | $138,895+166.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 6.20% | 78.75%-72.6pp | 70.43%-64.2pp | 145.39%-139.2pp |
| Employer contribution / active EE | $1,270 | $4,853-73.8% | $4,593-72.4% | $4,194-69.7% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,763 | $14,976-61.5% | $13,708-58.0% | $12,562-54.1% |