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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 | $348,803 | $154,228+126.2% | $145,433+139.8% | $137,256+154.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.05% | 74.59%-65.5pp | 66.58%-57.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $2,449 | $4,804-49.0% | $4,554-46.2% | $4,156-41.1% |
| Participant deferral / active EE | $12,312 | $8,216+49.8% | $7,897+55.9% | $6,407+92.2% |
| Admin fee / account holder | $3,623 | $14,344-74.7% | $13,129-72.4% | $12,270-70.5% |