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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 | $379,439 | $174,379+117.6% | $152,093+149.5% | $138,895+173.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.07% | 74.86%-65.8pp | 66.36%-57.3pp | 145.39%-136.3pp |
| Employer contribution / active EE | $16,771 | $4,652+260.5% | $4,175+301.7% | $4,194+299.9% |
| Participant deferral / active EE | $5,803 | $6,159-5.8% | $5,451+6.4% | $6,396-9.3% |
| Admin fee / account holder | $2,490 | $16,880-85.2% | $14,497-82.8% | $12,562-80.2% |