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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 | $327,233 | $156,398+109.2% | $147,318+122.1% | $138,895+135.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.79% | 78.75%-71.0pp | 70.43%-62.6pp | 145.39%-137.6pp |
| Employer contribution / active EE | $10,500 | $4,853+116.4% | $4,593+128.6% | $4,194+150.4% |
| Participant deferral / active EE | $14,767 | $8,237+79.3% | $7,906+86.8% | $6,396+130.9% |
| Admin fee / account holder | $1,794 | $14,976-88.0% | $13,708-86.9% | $12,562-85.7% |