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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 | $391,504 | $156,398+150.3% | $147,318+165.8% | $138,895+181.9% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.8pp | 79.9%+12.9pp |
| Annual return | 7.81% | 78.75%-70.9pp | 70.43%-62.6pp | 145.39%-137.6pp |
| Employer contribution / active EE | $3,945 | $4,853-18.7% | $4,593-14.1% | $4,194-5.9% |
| Participant deferral / active EE | $12,878 | $8,237+56.3% | $7,906+62.9% | $6,396+101.3% |
| Admin fee / account holder | $9,738 | $14,976-35.0% | $13,708-29.0% | $12,562-22.5% |