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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 | $352,791 | $154,228+128.7% | $145,433+142.6% | $137,256+157.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.61% | 74.59%-68.0pp | 66.58%-60.0pp | 220.34%-213.7pp |
| Employer contribution / active EE | $2,320 | $4,804-51.7% | $4,554-49.1% | $4,156-44.2% |
| Participant deferral / active EE | $12,330 | $8,216+50.1% | $7,897+56.1% | $6,407+92.5% |
| Admin fee / account holder | $265,197 | $14,344+1748.9% | $13,129+1919.9% | $12,270+2061.3% |