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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 | $185,312+146.4% | $161,489+182.8% | $154,746+195.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.42% | 103.84%-94.4pp | 89.72%-80.3pp | 172.34%-162.9pp |
| Employer contribution / active EE | $5,153 | $4,769+8.1% | $4,268+20.7% | $4,379+17.7% |
| Participant deferral / active EE | $14,612 | $6,350+130.1% | $5,630+159.5% | $6,730+117.1% |
| Admin fee / account holder | $6,630 | $18,654-64.5% | $16,006-58.6% | $14,365-53.8% |