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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 | $322,908 | $154,228+109.4% | $145,433+122.0% | $137,256+135.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.58% | 74.59%-64.0pp | 66.58%-56.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,766 | $4,804-63.2% | $4,554-61.2% | $4,156-57.5% |
| Participant deferral / active EE | $9,751 | $8,216+18.7% | $7,897+23.5% | $6,407+52.2% |
| Admin fee / account holder | $4,085 | $14,344-71.5% | $13,129-68.9% | $12,270-66.7% |