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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 | $434,187 | $156,398+177.6% | $147,318+194.7% | $138,895+212.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.49% | 78.75%-68.3pp | 70.43%-59.9pp | 145.39%-134.9pp |
| Employer contribution / active EE | $11,428 | $4,853+135.5% | $4,593+148.8% | $4,194+172.5% |
| Participant deferral / active EE | $14,900 | $8,237+80.9% | $7,906+88.5% | $6,396+132.9% |
| Admin fee / account holder | $335 | $14,976-97.8% | $13,708-97.6% | $12,562-97.3% |