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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 | $156,398+108.5% | $147,318+121.3% | $138,895+134.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 5.11% | 78.75%-73.6pp | 70.43%-65.3pp | 145.39%-140.3pp |
| Employer contribution / active EE | $5,117 | $4,853+5.4% | $4,593+11.4% | $4,194+22.0% |
| Participant deferral / active EE | $4,225 | $8,237-48.7% | $7,906-46.6% | $6,396-33.9% |
| Admin fee / account holder | $38,708 | $14,976+158.5% | $13,708+182.4% | $12,562+208.1% |