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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 | $378,196 | $172,111+119.7% | $150,298+151.6% | $137,256+175.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.48% | 69.37%-58.9pp | 62.79%-52.3pp | 220.34%-209.9pp |
| Employer contribution / active EE | $3,294 | $4,636-29.0% | $4,154-20.7% | $4,156-20.7% |
| Participant deferral / active EE | $8,388 | $6,166+36.0% | $5,453+53.8% | $6,407+30.9% |
| Admin fee / account holder | $5,003 | $16,471-69.6% | $14,116-64.6% | $12,270-59.2% |