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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 | $379,158 | $275,752+37.5% | $256,809+47.6% | $198,609+90.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 4.46% | 34.81%-30.4pp | 32.73%-28.3pp | 202.70%-198.2pp |
| Employer contribution / active EE | $7,040 | $7,721-8.8% | $7,263-3.1% | $5,055+39.3% |
| Participant deferral / active EE | $9,000 | $10,037-10.3% | $9,520-5.5% | $6,977+29.0% |
| Admin fee / account holder | $5,171 | $25,716-79.9% | $25,146-79.4% | $19,030-72.8% |