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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 | $309,290 | $154,228+100.5% | $145,433+112.7% | $137,256+125.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.16% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $14,714 | $4,804+206.3% | $4,554+223.1% | $4,156+254.0% |
| Participant deferral / active EE | $8,762 | $8,216+6.6% | $7,897+10.9% | $6,407+36.8% |
| Admin fee / account holder | $3,411 | $14,344-76.2% | $13,129-74.0% | $12,270-72.2% |