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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 | $386,491 | $154,228+150.6% | $145,433+165.8% | $137,256+181.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.65% | 74.59%-65.9pp | 66.58%-57.9pp | 220.34%-211.7pp |
| Employer contribution / active EE | $5,563 | $4,804+15.8% | $4,554+22.1% | $4,156+33.8% |
| Participant deferral / active EE | $10,860 | $8,216+32.2% | $7,897+37.5% | $6,407+69.5% |
| Admin fee / account holder | $15,073 | $14,344+5.1% | $13,129+14.8% | $12,270+22.8% |