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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 | $395,856 | $209,336+89.1% | $197,124+100.8% | $137,256+188.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.57% | 48.09%-36.5pp | 44.34%-32.8pp | 220.34%-208.8pp |
| Employer contribution / active EE | $2,809 | $6,591-57.4% | $6,227-54.9% | $4,156-32.4% |
| Participant deferral / active EE | $18,160 | $9,614+88.9% | $9,135+98.8% | $6,407+183.4% |
| Admin fee / account holder | $51,134 | $17,308+195.4% | $16,298+213.7% | $12,270+316.7% |