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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 | $500,687 | $209,336+139.2% | $197,124+154.0% | $137,256+264.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.91% | 48.09%-38.2pp | 44.34%-34.4pp | 220.34%-210.4pp |
| Employer contribution / active EE | $4,563 | $6,591-30.8% | $6,227-26.7% | $4,156+9.8% |
| Participant deferral / active EE | $19,596 | $9,614+103.8% | $9,135+114.5% | $6,407+205.9% |
| Admin fee / account holder | $28,055 | $17,308+62.1% | $16,298+72.1% | $12,270+128.6% |