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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 | $278,088 | $172,111+61.6% | $150,298+85.0% | $137,256+102.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.86% | 69.37%-58.5pp | 62.79%-51.9pp | 220.34%-209.5pp |
| Employer contribution / active EE | $3,087 | $4,636-33.4% | $4,154-25.7% | $4,156-25.7% |
| Participant deferral / active EE | $10,698 | $6,166+73.5% | $5,453+96.2% | $6,407+67.0% |
| Admin fee / account holder | $1,047 | $16,471-93.6% | $14,116-92.6% | $12,270-91.5% |