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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 | $391,901 | $155,555+151.9% | $146,866+166.8% | $155,188+152.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 10.23% | 115.41%-105.2pp | 102.85%-92.6pp | 148.84%-138.6pp |
| Employer contribution / active EE | $11,019 | $4,647+137.1% | $4,425+149.0% | $4,248+159.4% |
| Participant deferral / active EE | $7,087 | $8,044-11.9% | $7,759-8.7% | $6,531+8.5% |
| Admin fee / account holder | $94,036 | $14,755+537.3% | $13,620+590.4% | $14,480+549.4% |