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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 | $363,288 | $154,228+135.6% | $145,433+149.8% | $137,256+164.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.42% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $7,171 | $4,804+49.3% | $4,554+57.4% | $4,156+72.5% |
| Participant deferral / active EE | $17,567 | $8,216+113.8% | $7,897+122.4% | $6,407+174.2% |
| Admin fee / account holder | $3,278 | $14,344-77.2% | $13,129-75.0% | $12,270-73.3% |