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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 | $401,657 | $154,228+160.4% | $145,433+176.2% | $137,256+192.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.73% | 74.59%-65.9pp | 66.58%-57.8pp | 220.34%-211.6pp |
| Employer contribution / active EE | $4,090 | $4,804-14.9% | $4,554-10.2% | $4,156-1.6% |
| Participant deferral / active EE | $7,431 | $8,216-9.6% | $7,897-5.9% | $6,407+16.0% |
| Admin fee / account holder | $140,498 | $14,344+879.5% | $13,129+970.1% | $12,270+1045.0% |