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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 | $361,987 | $172,111+110.3% | $150,298+140.8% | $137,256+163.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.44% | 69.37%-60.9pp | 62.79%-54.3pp | 220.34%-211.9pp |
| Employer contribution / active EE | $2,776 | $4,636-40.1% | $4,154-33.2% | $4,156-33.2% |
| Participant deferral / active EE | $3,498 | $6,166-43.3% | $5,453-35.8% | $6,407-45.4% |
| Admin fee / account holder | $25,274 | $16,471+53.4% | $14,116+79.0% | $12,270+106.0% |