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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 | $431,229 | $154,228+179.6% | $145,433+196.5% | $137,256+214.2% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 10.51% | 74.59%-64.1pp | 66.58%-56.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $2,679 | $4,804-44.2% | $4,554-41.2% | $4,156-35.5% |
| Participant deferral / active EE | $13,492 | $8,216+64.2% | $7,897+70.8% | $6,407+110.6% |
| Admin fee / account holder | $137,993 | $14,344+862.1% | $13,129+951.1% | $12,270+1024.6% |