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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 | $174,379+161.9% | $152,093+200.2% | $138,895+228.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.42% | 74.86%-65.4pp | 66.36%-56.9pp | 145.39%-136.0pp |
| Employer contribution / active EE | $5,153 | $4,652+10.8% | $4,175+23.4% | $4,194+22.9% |
| Participant deferral / active EE | $14,612 | $6,159+137.2% | $5,451+168.0% | $6,396+128.4% |
| Admin fee / account holder | $6,630 | $16,880-60.7% | $14,497-54.3% | $12,562-47.2% |