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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 | $267,433 | $156,398+71.0% | $147,318+81.5% | $138,895+92.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.55% | 78.75%-67.2pp | 70.43%-58.9pp | 145.39%-133.8pp |
| Employer contribution / active EE | $2,945 | $4,853-39.3% | $4,593-35.9% | $4,194-29.8% |
| Participant deferral / active EE | $9,761 | $8,237+18.5% | $7,906+23.5% | $6,396+52.6% |
| Admin fee / account holder | $2,129 | $14,976-85.8% | $13,708-84.5% | $12,562-83.1% |