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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 | $357,659 | $156,398+128.7% | $147,318+142.8% | $138,895+157.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.06% | 78.75%-69.7pp | 70.43%-61.4pp | 145.39%-136.3pp |
| Employer contribution / active EE | $7,492 | $4,853+54.4% | $4,593+63.1% | $4,194+78.6% |
| Participant deferral / active EE | $19,072 | $8,237+131.5% | $7,906+141.2% | $6,396+198.2% |
| Admin fee / account holder | $117,612 | $14,976+685.3% | $13,708+758.0% | $12,562+836.2% |