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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 | $370,201 | $223,823+65.4% | $211,142+75.3% | $154,746+139.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 10.26% | 50.39%-40.1pp | 46.84%-36.6pp | 172.34%-162.1pp |
| Employer contribution / active EE | $2,266 | $6,787-66.6% | $6,442-64.8% | $4,379-48.3% |
| Participant deferral / active EE | $7,627 | $9,750-21.8% | $9,284-17.8% | $6,730+13.3% |
| Admin fee / account holder | $27,420 | $19,707+39.1% | $19,076+43.7% | $14,365+90.9% |