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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 | $456,635 | $172,111+165.3% | $150,298+203.8% | $137,256+232.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.42% | 69.37%-60.0pp | 62.79%-53.4pp | 220.34%-210.9pp |
| Employer contribution / active EE | $5,153 | $4,636+11.1% | $4,154+24.1% | $4,156+24.0% |
| Participant deferral / active EE | $14,612 | $6,166+137.0% | $5,453+168.0% | $6,407+128.1% |
| Admin fee / account holder | $6,630 | $16,471-59.7% | $14,116-53.0% | $12,270-46.0% |