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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 | $428,515 | $154,228+177.8% | $145,433+194.6% | $137,256+212.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.66% | 74.59%-65.9pp | 66.58%-57.9pp | 220.34%-211.7pp |
| Employer contribution / active EE | $7,800 | $4,804+62.4% | $4,554+71.3% | $4,156+87.7% |
| Participant deferral / active EE | $6,100 | $8,216-25.8% | $7,897-22.8% | $6,407-4.8% |
| Admin fee / account holder | $4,967 | $14,344-65.4% | $13,129-62.2% | $12,270-59.5% |