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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 | $312,134 | $154,228+102.4% | $145,433+114.6% | $137,256+127.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.79% | 74.59%-66.8pp | 66.58%-58.8pp | 220.34%-212.5pp |
| Employer contribution / active EE | $3,554 | $4,804-26.0% | $4,554-22.0% | $4,156-14.5% |
| Participant deferral / active EE | $9,620 | $8,216+17.1% | $7,897+21.8% | $6,407+50.2% |
| Admin fee / account holder | $6,860 | $14,344-52.2% | $13,129-47.8% | $12,270-44.1% |