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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 | $327,942 | $154,228+112.6% | $145,433+125.5% | $137,256+138.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.24% | 74.59%-63.3pp | 66.58%-55.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,925 | $4,804-59.9% | $4,554-57.7% | $4,156-53.7% |
| Participant deferral / active EE | $20,173 | $8,216+145.5% | $7,897+155.4% | $6,407+214.9% |
| Admin fee / account holder | $148,370 | $14,344+934.4% | $13,129+1030.1% | $12,270+1109.2% |