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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 | $174,379+116.9% | $152,093+148.7% | $138,895+172.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.48% | 74.86%-64.4pp | 66.36%-55.9pp | 145.39%-134.9pp |
| Employer contribution / active EE | $3,294 | $4,652-29.2% | $4,175-21.1% | $4,194-21.5% |
| Participant deferral / active EE | $8,388 | $6,159+36.2% | $5,451+53.9% | $6,396+31.1% |
| Admin fee / account holder | $5,003 | $16,880-70.4% | $14,497-65.5% | $12,562-60.2% |