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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 | $466,842 | $154,228+202.7% | $145,433+221.0% | $137,256+240.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.85% | 74.59%-64.7pp | 66.58%-56.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $2,441 | $4,804-49.2% | $4,554-46.4% | $4,156-41.3% |
| Participant deferral / active EE | $4,760 | $8,216-42.1% | $7,897-39.7% | $6,407-25.7% |
| Admin fee / account holder | $39,956 | $14,344+178.6% | $13,129+204.3% | $12,270+225.6% |