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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 | $389,266 | $154,228+152.4% | $145,433+167.7% | $137,256+183.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.69% | 74.59%-64.9pp | 66.58%-56.9pp | 220.34%-210.6pp |
| Employer contribution / active EE | $4,867 | $4,804+1.3% | $4,554+6.9% | $4,156+17.1% |
| Participant deferral / active EE | $11,025 | $8,216+34.2% | $7,897+39.6% | $6,407+72.1% |
| Admin fee / account holder | $141,160 | $14,344+884.1% | $13,129+975.2% | $12,270+1050.4% |