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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 | $410,993 | $154,228+166.5% | $145,433+182.6% | $137,256+199.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.84% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $4,268 | $4,804-11.2% | $4,554-6.3% | $4,156+2.7% |
| Participant deferral / active EE | $13,575 | $8,216+65.2% | $7,897+71.9% | $6,407+111.9% |
| Admin fee / account holder | $86,619 | $14,344+503.9% | $13,129+559.8% | $12,270+605.9% |