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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 | $378,754 | $209,336+80.9% | $197,124+92.1% | $137,256+175.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.72% | 48.09%-39.4pp | 44.34%-35.6pp | 220.34%-211.6pp |
| Employer contribution / active EE | $8,254 | $6,591+25.2% | $6,227+32.6% | $4,156+98.6% |
| Participant deferral / active EE | $13,218 | $9,614+37.5% | $9,135+44.7% | $6,407+106.3% |
| Admin fee / account holder | $4,099 | $17,308-76.3% | $16,298-74.8% | $12,270-66.6% |