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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 | $428,724 | $154,228+178.0% | $145,433+194.8% | $137,256+212.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.69% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $4,398 | $4,804-8.4% | $4,554-3.4% | $4,156+5.8% |
| Participant deferral / active EE | $8,180 | $8,216-0.4% | $7,897+3.6% | $6,407+27.7% |
| Admin fee / account holder | $8,043 | $14,344-43.9% | $13,129-38.7% | $12,270-34.5% |