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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 | $488,827 | $156,398+212.6% | $147,318+231.8% | $138,895+251.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.20% | 78.75%-66.5pp | 70.43%-58.2pp | 145.39%-133.2pp |
| Employer contribution / active EE | $7,967 | $4,853+64.2% | $4,593+73.5% | $4,194+89.9% |
| Participant deferral / active EE | $17,213 | $8,237+109.0% | $7,906+117.7% | $6,396+169.1% |
| Admin fee / account holder | $29,759 | $14,976+98.7% | $13,708+117.1% | $12,562+136.9% |