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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 | $407,804 | $162,136+151.5% | $152,301+167.8% | $154,746+163.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.97% | 91.02%-80.0pp | 80.50%-69.5pp | 172.34%-161.4pp |
| Employer contribution / active EE | $2,726 | $4,890-44.3% | $4,624-41.0% | $4,379-37.7% |
| Participant deferral / active EE | $7,086 | $8,341-15.0% | $8,004-11.5% | $6,730+5.3% |
| Admin fee / account holder | $13,496 | $15,759-14.4% | $14,398-6.3% | $14,365-6.0% |