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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 | $427,237 | $155,555+174.7% | $146,866+190.9% | $155,188+175.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 9.36% | 115.41%-106.1pp | 102.85%-93.5pp | 148.84%-139.5pp |
| Employer contribution / active EE | $7,132 | $4,647+53.5% | $4,425+61.2% | $4,248+67.9% |
| Participant deferral / active EE | $9,678 | $8,044+20.3% | $7,759+24.7% | $6,531+48.2% |
| Admin fee / account holder | $4,270 | $14,755-71.1% | $13,620-68.7% | $14,480-70.5% |