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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 | $343,956 | $156,398+119.9% | $147,318+133.5% | $138,895+147.6% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 10.26% | 78.75%-68.5pp | 70.43%-60.2pp | 145.39%-135.1pp |
| Employer contribution / active EE | $10,526 | $4,853+116.9% | $4,593+129.2% | $4,194+151.0% |
| Participant deferral / active EE | $18,388 | $8,237+123.2% | $7,906+132.6% | $6,396+187.5% |
| Admin fee / account holder | $233,097 | $14,976+1456.5% | $13,708+1600.5% | $12,562+1755.6% |