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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 | $474,313 | $174,379+172.0% | $152,093+211.9% | $138,895+241.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 7.53% | 74.86%-67.3pp | 66.36%-58.8pp | 145.39%-137.9pp |
| Employer contribution / active EE | $7,642 | $4,652+64.3% | $4,175+83.1% | $4,194+82.2% |
| Participant deferral / active EE | $8,727 | $6,159+41.7% | $5,451+60.1% | $6,396+36.4% |
| Admin fee / account holder | $21,956 | $16,880+30.1% | $14,497+51.5% | $12,562+74.8% |