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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 | $471,544 | $185,312+154.5% | $161,489+192.0% | $154,746+204.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.68% | 103.84%-94.2pp | 89.72%-80.0pp | 172.34%-162.7pp |
| Employer contribution / active EE | $8,571 | $4,769+79.7% | $4,268+100.8% | $4,379+95.7% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $18,024 | $18,654-3.4% | $16,006+12.6% | $14,365+25.5% |