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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 | $440,540 | $181,062+143.3% | $158,223+178.4% | $155,188+183.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 8.33% | 57.39%-49.1pp | 52.09%-43.8pp | 148.84%-140.5pp |
| Employer contribution / active EE | $3,018 | $4,565-33.9% | $4,109-26.5% | $4,248-29.0% |
| Participant deferral / active EE | $9,192 | $6,134+49.8% | $5,467+68.1% | $6,531+40.7% |
| Admin fee / account holder | $44,058 | $18,825+134.0% | $16,047+174.6% | $14,480+204.3% |