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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 | $392,144 | $154,228+154.3% | $145,433+169.6% | $137,256+185.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.59% | 74.59%-65.0pp | 66.58%-57.0pp | 220.34%-210.7pp |
| Employer contribution / active EE | $4,199 | $4,804-12.6% | $4,554-7.8% | $4,156+1.0% |
| Participant deferral / active EE | $14,671 | $8,216+78.6% | $7,897+85.8% | $6,407+129.0% |
| Admin fee / account holder | $581 | $14,344-96.0% | $13,129-95.6% | $12,270-95.3% |