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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 | $354,313 | $182,442+94.2% | $163,379+116.9% | $138,895+155.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 8.33% | 72.74%-64.4pp | 63.41%-55.1pp | 145.39%-137.1pp |
| Employer contribution / active EE | $4,107 | $4,159-1.3% | $3,752+9.5% | $4,194-2.1% |
| Participant deferral / active EE | $17,101 | $6,817+150.9% | $6,282+172.2% | $6,396+167.4% |
| Admin fee / account holder | $8,463 | $10,396-18.6% | $9,818-13.8% | $12,562-32.6% |