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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 | $433,812 | $209,336+107.2% | $197,124+120.1% | $137,256+216.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.46% | 48.09%-40.6pp | 44.34%-36.9pp | 220.34%-212.9pp |
| Employer contribution / active EE | $10,617 | $6,591+61.1% | $6,227+70.5% | $4,156+155.5% |
| Participant deferral / active EE | $19,606 | $9,614+103.9% | $9,135+114.6% | $6,407+206.0% |
| Admin fee / account holder | $815 | $17,308-95.3% | $16,298-95.0% | $12,270-93.4% |