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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 | $423,373 | $154,228+174.5% | $145,433+191.1% | $137,256+208.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.35% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $7,872 | $4,804+63.9% | $4,554+72.8% | $4,156+89.4% |
| Participant deferral / active EE | $19,558 | $8,216+138.0% | $7,897+147.6% | $6,407+205.3% |
| Admin fee / account holder | $23,169 | $14,344+61.5% | $13,129+76.5% | $12,270+88.8% |