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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 | $467,464 | $157,304+197.2% | $141,197+231.1% | $152,909+205.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.57% | 64.34%-55.8pp | 71.41%-62.8pp | 345.46%-336.9pp |
| Employer contribution / active EE | $4,406 | $5,263-16.3% | $4,736-7.0% | $4,764-7.5% |
| Participant deferral / active EE | $7,576 | $7,111+6.5% | $6,710+12.9% | $5,851+29.5% |
| Admin fee / account holder | $17,536 | $12,126+44.6% | $10,265+70.8% | $11,601+51.2% |