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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 | $514,973 | $154,228+233.9% | $145,433+254.1% | $137,256+275.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.18% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $5,648 | $4,804+17.6% | $4,554+24.0% | $4,156+35.9% |
| Participant deferral / active EE | $5,582 | $8,216-32.1% | $7,897-29.3% | $6,407-12.9% |
| Admin fee / account holder | $1,187 | $14,344-91.7% | $13,129-91.0% | $12,270-90.3% |