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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 | $321,276 | $182,442+76.1% | $163,379+96.6% | $138,895+131.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 10.06% | 72.74%-62.7pp | 63.41%-53.3pp | 145.39%-135.3pp |
| Employer contribution / active EE | $3,373 | $4,159-18.9% | $3,752-10.1% | $4,194-19.6% |
| Participant deferral / active EE | $15,400 | $6,817+125.9% | $6,282+145.2% | $6,396+140.8% |
| Admin fee / account holder | $35,518 | $10,396+241.7% | $9,818+261.8% | $12,562+182.7% |