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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 | $154,228+164.4% | $145,433+180.4% | $137,256+197.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.97% | 74.59%-63.6pp | 66.58%-55.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $2,726 | $4,804-43.2% | $4,554-40.1% | $4,156-34.4% |
| Participant deferral / active EE | $7,086 | $8,216-13.8% | $7,897-10.3% | $6,407+10.6% |
| Admin fee / account holder | $13,496 | $14,344-5.9% | $13,129+2.8% | $12,270+10.0% |