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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 | $372,562 | $154,228+141.6% | $145,433+156.2% | $137,256+171.4% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 9.64% | 74.59%-64.9pp | 66.58%-56.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $8,792 | $4,804+83.0% | $4,554+93.0% | $4,156+111.5% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,839 | $14,344-45.4% | $13,129-40.3% | $12,270-36.1% |