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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 | $377,247 | $154,228+144.6% | $145,433+159.4% | $137,256+174.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.38% | 74.59%-65.2pp | 66.58%-57.2pp | 220.34%-211.0pp |
| Employer contribution / active EE | $2,983 | $4,804-37.9% | $4,554-34.5% | $4,156-28.2% |
| Participant deferral / active EE | $9,331 | $8,216+13.6% | $7,897+18.1% | $6,407+45.6% |
| Admin fee / account holder | $11,605 | $14,344-19.1% | $13,129-11.6% | $12,270-5.4% |