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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 | $446,890 | $209,336+113.5% | $197,124+126.7% | $137,256+225.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.52% | 48.09%-39.6pp | 44.34%-35.8pp | 220.34%-211.8pp |
| Employer contribution / active EE | $13,979 | $6,591+112.1% | $6,227+124.5% | $4,156+236.4% |
| Participant deferral / active EE | $16,600 | $9,614+72.7% | $9,135+81.7% | $6,407+159.1% |
| Admin fee / account holder | $15,053 | $17,308-13.0% | $16,298-7.6% | $12,270+22.7% |