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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 | $257,698 | $154,228+67.1% | $145,433+77.2% | $137,256+87.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.05% | 74.59%-66.5pp | 66.58%-58.5pp | 220.34%-212.3pp |
| Employer contribution / active EE | $9,632 | $4,804+100.5% | $4,554+111.5% | $4,156+131.8% |
| Participant deferral / active EE | $17,039 | $8,216+107.4% | $7,897+115.8% | $6,407+166.0% |
| Admin fee / account holder | $158,411 | $14,344+1004.4% | $13,129+1106.6% | $12,270+1191.0% |