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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 | $436,147 | $97,289+348.3% | $92,805+370.0% | $155,188+181.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 8.41% | 29.03%-20.6pp | 31.59%-23.2pp | 148.84%-140.4pp |
| Employer contribution / active EE | $4,693 | $3,632+29.2% | $3,424+37.0% | $4,248+10.5% |
| Participant deferral / active EE | $21,813 | $8,795+148.0% | $8,448+158.2% | $6,531+234.0% |
| Admin fee / account holder | $326,540 | $12,015+2617.8% | $10,911+2892.9% | $14,480+2155.1% |