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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 | $358,135 | $156,398+129.0% | $147,318+143.1% | $138,895+157.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.87% | 78.75%-67.9pp | 70.43%-59.6pp | 145.39%-134.5pp |
| Employer contribution / active EE | $9,728 | $4,853+100.4% | $4,593+111.8% | $4,194+131.9% |
| Participant deferral / active EE | $19,260 | $8,237+133.8% | $7,906+143.6% | $6,396+201.1% |
| Admin fee / account holder | $65,080 | $14,976+334.6% | $13,708+374.8% | $12,562+418.1% |