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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 | $363,954 | $156,398+132.7% | $147,318+147.1% | $138,895+162.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.80% | 78.75%-67.0pp | 70.43%-58.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | $7,219 | $4,853+48.7% | $4,593+57.2% | $4,194+72.1% |
| Participant deferral / active EE | $7,919 | $8,237-3.9% | $7,906+0.2% | $6,396+23.8% |
| Admin fee / account holder | $3,521 | $14,976-76.5% | $13,708-74.3% | $12,562-72.0% |