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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 | $613,099 | $106,749+474.3% | $145,433+321.6% | $82,448+643.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 7.63% | 27.59%-20.0pp | 66.58%-58.9pp | 41.64%-34.0pp |
| Employer contribution / active EE | $5,239 | $3,444+52.1% | $4,554+15.0% | $2,551+105.4% |
| Participant deferral / active EE | $9,769 | $6,519+49.9% | $7,897+23.7% | $4,139+136.0% |
| Admin fee / account holder | $7,165 | $8,390-14.6% | $13,129-45.4% | $7,234-1.0% |