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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 | $317,803 | $201,370+57.8% | $184,256+72.5% | $145,897+117.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.17% | 29.05%-19.9pp | 28.85%-19.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $8,603 | $7,024+22.5% | $6,427+33.9% | $4,663+84.5% |
| Participant deferral / active EE | $16,019 | $9,808+63.3% | $9,133+75.4% | $6,689+139.5% |
| Admin fee / account holder | $8,655 | $16,364-47.1% | $13,899-37.7% | $13,390-35.4% |