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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 | $474,307 | $184,014+157.8% | $161,149+194.3% | $138,895+241.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 9.10% | 21.52%-12.4pp | 21.16%-12.1pp | 145.39%-136.3pp |
| Employer contribution / active EE | $9,398 | $5,055+85.9% | $4,360+115.5% | $4,194+124.1% |
| Participant deferral / active EE | $6,965 | $6,909+0.8% | $6,153+13.2% | $6,396+8.9% |
| Admin fee / account holder | $10,690 | $18,027-40.7% | $15,194-29.6% | $12,562-14.9% |