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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 | $452,836 | $154,228+193.6% | $145,433+211.4% | $137,256+229.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.49% | 74.59%-67.1pp | 66.58%-59.1pp | 220.34%-212.8pp |
| Employer contribution / active EE | $5,733 | $4,804+19.3% | $4,554+25.9% | $4,156+38.0% |
| Participant deferral / active EE | $11,466 | $8,216+39.6% | $7,897+45.2% | $6,407+79.0% |
| Admin fee / account holder | $372,543 | $14,344+2497.3% | $13,129+2737.6% | $12,270+2936.2% |