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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 | $305,425 | $201,370+51.7% | $184,256+65.8% | $145,897+109.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.17% | 29.05%-19.9pp | 28.85%-19.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $11,495 | $7,024+63.7% | $6,427+78.8% | $4,663+146.5% |
| Participant deferral / active EE | $6,952 | $9,808-29.1% | $9,133-23.9% | $6,689+3.9% |
| Admin fee / account holder | $2,861 | $16,364-82.5% | $13,899-79.4% | $13,390-78.6% |