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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 | $282,671 | $156,398+80.7% | $147,318+91.9% | $138,895+103.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.09% | 78.75%-67.7pp | 70.43%-59.3pp | 145.39%-134.3pp |
| Employer contribution / active EE | $7,322 | $4,853+50.9% | $4,593+59.4% | $4,194+74.6% |
| Participant deferral / active EE | $7,149 | $8,237-13.2% | $7,906-9.6% | $6,396+11.8% |
| Admin fee / account holder | $1,654 | $14,976-89.0% | $13,708-87.9% | $12,562-86.8% |