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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 | $156,398+150.6% | $147,318+166.0% | $138,895+182.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.97% | 78.75%-70.8pp | 70.43%-62.5pp | 145.39%-137.4pp |
| Employer contribution / active EE | $11,312 | $4,853+133.1% | $4,593+146.3% | $4,194+169.7% |
| Participant deferral / active EE | $12,841 | $8,237+55.9% | $7,906+62.4% | $6,396+100.8% |
| Admin fee / account holder | $1,242 | $14,976-91.7% | $13,708-90.9% | $12,562-90.1% |