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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 | $340,976 | $154,228+121.1% | $145,433+134.5% | $137,256+148.4% |
| Participation rate | 95.5% | 83.8%+11.7pp | 82.1%+13.3pp | 80.0%+15.5pp |
| Annual return | 11.04% | 74.59%-63.6pp | 66.58%-55.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $5,163 | $4,804+7.5% | $4,554+13.4% | $4,156+24.2% |
| Participant deferral / active EE | $13,412 | $8,216+63.2% | $7,897+69.8% | $6,407+109.3% |
| Admin fee / account holder | $66,582 | $14,344+364.2% | $13,129+407.1% | $12,270+442.6% |