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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 | $337,052 | $185,905+81.3% | $170,057+98.2% | $139,487+141.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.67% | 60.56%-49.9pp | 53.42%-42.7pp | 373.84%-363.2pp |
| Employer contribution / active EE | $2,659 | $7,597-65.0% | $6,790-60.8% | $4,755-44.1% |
| Participant deferral / active EE | $11,282 | $11,627-3.0% | $10,411+8.4% | $6,713+68.1% |
| Admin fee / account holder | $19,403 | $15,397+26.0% | $12,826+51.3% | $11,407+70.1% |