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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 | $450,613 | $156,398+188.1% | $147,318+205.9% | $138,895+224.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.82% | 78.75%-68.9pp | 70.43%-60.6pp | 145.39%-135.6pp |
| Employer contribution / active EE | $4,746 | $4,853-2.2% | $4,593+3.3% | $4,194+13.1% |
| Participant deferral / active EE | $12,812 | $8,237+55.5% | $7,906+62.0% | $6,396+100.3% |
| Admin fee / account holder | $77,805 | $14,976+419.5% | $13,708+467.6% | $12,562+519.4% |