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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 | $365,870 | $156,398+133.9% | $147,318+148.4% | $138,895+163.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.14% | 78.75%-69.6pp | 70.43%-61.3pp | 145.39%-136.3pp |
| Employer contribution / active EE | $4,384 | $4,853-9.7% | $4,593-4.5% | $4,194+4.5% |
| Participant deferral / active EE | $12,009 | $8,237+45.8% | $7,906+51.9% | $6,396+87.8% |
| Admin fee / account holder | $5,702 | $14,976-61.9% | $13,708-58.4% | $12,562-54.6% |