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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 | $543,115 | $154,228+252.2% | $145,433+273.4% | $137,256+295.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.75% | 74.59%-63.8pp | 66.58%-55.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,704 | $4,804-64.5% | $4,554-62.6% | $4,156-59.0% |
| Participant deferral / active EE | $17,204 | $8,216+109.4% | $7,897+117.8% | $6,407+168.5% |
| Admin fee / account holder | $4,249 | $14,344-70.4% | $13,129-67.6% | $12,270-65.4% |