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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 | $274,763 | $156,398+75.7% | $147,318+86.5% | $138,895+97.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.93% | 78.75%-67.8pp | 70.43%-59.5pp | 145.39%-134.5pp |
| Employer contribution / active EE | $5,503 | $4,853+13.4% | $4,593+19.8% | $4,194+31.2% |
| Participant deferral / active EE | $9,080 | $8,237+10.2% | $7,906+14.8% | $6,396+42.0% |
| Admin fee / account holder | $619 | $14,976-95.9% | $13,708-95.5% | $12,562-95.1% |