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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 | $421,894 | $183,516+129.9% | $155,534+171.3% | $145,884+189.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.23% | 61.43%-53.2pp | 64.92%-56.7pp | 551.85%-543.6pp |
| Employer contribution / active EE | $3,156 | $5,315-40.6% | $4,675-32.5% | $4,662-32.3% |
| Participant deferral / active EE | $5,721 | $6,467-11.5% | $5,630+1.6% | $6,690-14.5% |
| Admin fee / account holder | $6,129 | $19,293-68.2% | $15,900-61.5% | $13,392-54.2% |