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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 | $350,752 | $209,336+67.6% | $197,124+77.9% | $137,256+155.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.52% | 48.09%-36.6pp | 44.34%-32.8pp | 220.34%-208.8pp |
| Employer contribution / active EE | $11,118 | $6,591+68.7% | $6,227+78.5% | $4,156+167.5% |
| Participant deferral / active EE | $19,323 | $9,614+101.0% | $9,135+111.5% | $6,407+201.6% |
| Admin fee / account holder | $63,117 | $17,308+264.7% | $16,298+287.3% | $12,270+414.4% |