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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 | $373,436 | $183,627+103.4% | $155,602+140.0% | $145,978+155.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.24% | 61.32%-55.1pp | 64.81%-58.6pp | 550.52%-544.3pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,875 | $6,466-24.6% | $5,629-13.4% | $6,690-27.1% |
| Admin fee / account holder | $19,564 | $19,327+1.2% | $15,923+22.9% | $13,400+46.0% |