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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 | $310,817 | $172,111+80.6% | $150,298+106.8% | $137,256+126.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.93% | 69.37%-58.4pp | 62.79%-51.9pp | 220.34%-209.4pp |
| Employer contribution / active EE | $3,602 | $4,636-22.3% | $4,154-13.3% | $4,156-13.3% |
| Participant deferral / active EE | $9,679 | $6,166+57.0% | $5,453+77.5% | $6,407+51.1% |
| Admin fee / account holder | $3,104 | $16,471-81.2% | $14,116-78.0% | $12,270-74.7% |