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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 | $364,161 | $154,228+136.1% | $145,433+150.4% | $137,256+165.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.86% | 74.59%-64.7pp | 66.58%-56.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $7,105 | $4,804+47.9% | $4,554+56.0% | $4,156+71.0% |
| Participant deferral / active EE | $20,833 | $8,216+153.6% | $7,897+163.8% | $6,407+225.2% |
| Admin fee / account holder | $230,591 | $14,344+1507.6% | $13,129+1656.3% | $12,270+1779.3% |