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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 | $391,926 | $154,228+154.1% | $145,433+169.5% | $137,256+185.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.97% | 74.59%-66.6pp | 66.58%-58.6pp | 220.34%-212.4pp |
| Employer contribution / active EE | $11,312 | $4,804+135.5% | $4,554+148.4% | $4,156+172.2% |
| Participant deferral / active EE | $12,841 | $8,216+56.3% | $7,897+62.6% | $6,407+100.4% |
| Admin fee / account holder | $1,242 | $14,344-91.3% | $13,129-90.5% | $12,270-89.9% |