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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 | $516,142 | $178,174+189.7% | $156,181+230.5% | $137,256+276.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 9.12% | 84.19%-75.1pp | 64.87%-55.8pp | 220.34%-211.2pp |
| Employer contribution / active EE | $2,606 | $4,972-47.6% | $4,294-39.3% | $4,156-37.3% |
| Participant deferral / active EE | $2,433 | $6,888-64.7% | $6,132-60.3% | $6,407-62.0% |
| Admin fee / account holder | $20,475 | $17,404+17.6% | $14,586+40.4% | $12,270+66.9% |