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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 | $370,966 | $156,398+137.2% | $147,318+151.8% | $138,895+167.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.23% | 78.75%-69.5pp | 70.43%-61.2pp | 145.39%-136.2pp |
| Employer contribution / active EE | $6,666 | $4,853+37.3% | $4,593+45.1% | $4,194+58.9% |
| Participant deferral / active EE | $15,003 | $8,237+82.1% | $7,906+89.8% | $6,396+134.6% |
| Admin fee / account holder | $64,136 | $14,976+328.3% | $13,708+367.9% | $12,562+410.5% |