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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 | $342,006 | $181,062+88.9% | $158,223+116.2% | $155,188+120.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 8.50% | 57.39%-48.9pp | 52.09%-43.6pp | 148.84%-140.3pp |
| Employer contribution / active EE | $3,765 | $4,565-17.5% | $4,109-8.4% | $4,248-11.4% |
| Participant deferral / active EE | $11,653 | $6,134+90.0% | $5,467+113.1% | $6,531+78.4% |
| Admin fee / account holder | $12,223 | $18,825-35.1% | $16,047-23.8% | $14,480-15.6% |