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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 | $415,182 | $154,228+169.2% | $145,433+185.5% | $137,256+202.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.36% | 74.59%-67.2pp | 66.58%-59.2pp | 220.34%-213.0pp |
| Employer contribution / active EE | $13,482 | $4,804+180.6% | $4,554+196.0% | $4,156+224.4% |
| Participant deferral / active EE | $17,370 | $8,216+111.4% | $7,897+119.9% | $6,407+171.1% |
| Admin fee / account holder | $16,715 | $14,344+16.5% | $13,129+27.3% | $12,270+36.2% |