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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 | $586,572 | $154,228+280.3% | $145,433+303.3% | $137,256+327.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.63% | 74.59%-63.0pp | 66.58%-54.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,731 | $4,804-43.1% | $4,554-40.0% | $4,156-34.3% |
| Participant deferral / active EE | $7,004 | $8,216-14.8% | $7,897-11.3% | $6,407+9.3% |
| Admin fee / account holder | $23,888 | $14,344+66.5% | $13,129+82.0% | $12,270+94.7% |