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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 | $326,047 | $154,228+111.4% | $145,433+124.2% | $137,256+137.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.54% | 74.59%-63.0pp | 66.58%-55.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $10,526 | $4,804+119.1% | $4,554+131.1% | $4,156+153.3% |
| Participant deferral / active EE | $15,251 | $8,216+85.6% | $7,897+93.1% | $6,407+138.0% |
| Admin fee / account holder | $83,836 | $14,344+484.5% | $13,129+538.6% | $12,270+583.3% |