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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 | $252,263 | $185,856+35.7% | $170,028+48.4% | $139,456+80.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.65% | 60.52%-50.9pp | 53.39%-43.7pp | 373.45%-363.8pp |
| Employer contribution / active EE | $10,320 | $7,593+35.9% | $6,788+52.0% | $4,753+117.1% |
| Participant deferral / active EE | $8,826 | $11,623-24.1% | $10,409-15.2% | $6,711+31.5% |
| Admin fee / account holder | $15,475 | $15,387+0.6% | $12,820+20.7% | $11,407+35.7% |