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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 | $540,624 | $154,228+250.5% | $145,433+271.7% | $137,256+293.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.43% | 74.59%-62.2pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $5,634 | $4,804+17.3% | $4,554+23.7% | $4,156+35.6% |
| Participant deferral / active EE | $18,956 | $8,216+130.7% | $7,897+140.0% | $6,407+195.9% |
| Admin fee / account holder | $2,519 | $14,344-82.4% | $13,129-80.8% | $12,270-79.5% |