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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 | $257,284 | $154,228+66.8% | $145,433+76.9% | $137,256+87.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.92% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $8,119 | $4,804+69.0% | $4,554+78.3% | $4,156+95.4% |
| Participant deferral / active EE | $6,961 | $8,216-15.3% | $7,897-11.9% | $6,407+8.7% |
| Admin fee / account holder | $30,231 | $14,344+110.8% | $13,129+130.3% | $12,270+146.4% |