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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 | $548,133 | $155,555+252.4% | $146,866+273.2% | $155,188+253.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 8.78% | 115.41%-106.6pp | 102.85%-94.1pp | 148.84%-140.1pp |
| Employer contribution / active EE | $4,989 | $4,647+7.4% | $4,425+12.8% | $4,248+17.5% |
| Participant deferral / active EE | $4,410 | $8,044-45.2% | $7,759-43.2% | $6,531-32.5% |
| Admin fee / account holder | $12,341 | $14,755-16.4% | $13,620-9.4% | $14,480-14.8% |