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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 | $326,073 | $162,136+101.1% | $152,301+114.1% | $154,746+110.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 5.11% | 91.02%-85.9pp | 80.50%-75.4pp | 172.34%-167.2pp |
| Employer contribution / active EE | $5,117 | $4,890+4.6% | $4,624+10.6% | $4,379+16.8% |
| Participant deferral / active EE | $4,225 | $8,341-49.3% | $8,004-47.2% | $6,730-37.2% |
| Admin fee / account holder | $38,708 | $15,759+145.6% | $14,398+168.8% | $14,365+169.5% |