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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 | $308,566 | $154,228+100.1% | $145,433+112.2% | $137,256+124.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.44% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $5,289 | $4,804+10.1% | $4,554+16.1% | $4,156+27.2% |
| Participant deferral / active EE | $11,057 | $8,216+34.6% | $7,897+40.0% | $6,407+72.6% |
| Admin fee / account holder | $20,031 | $14,344+39.6% | $13,129+52.6% | $12,270+63.2% |