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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 | $275,936 | $156,398+76.4% | $147,318+87.3% | $138,895+98.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 6.32% | 78.75%-72.4pp | 70.43%-64.1pp | 145.39%-139.1pp |
| Employer contribution / active EE | $2,317 | $4,853-52.3% | $4,593-49.6% | $4,194-44.8% |
| Participant deferral / active EE | $6,150 | $8,237-25.3% | $7,906-22.2% | $6,396-3.8% |
| Admin fee / account holder | $10,830 | $14,976-27.7% | $13,708-21.0% | $12,562-13.8% |