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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 | $283,563 | $156,398+81.3% | $147,318+92.5% | $138,895+104.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.56% | 78.75%-68.2pp | 70.43%-59.9pp | 145.39%-134.8pp |
| Employer contribution / active EE | $4,001 | $4,853-17.6% | $4,593-12.9% | $4,194-4.6% |
| Participant deferral / active EE | $4,250 | $8,237-48.4% | $7,906-46.2% | $6,396-33.5% |
| Admin fee / account holder | $22,802 | $14,976+52.3% | $13,708+66.3% | $12,562+81.5% |