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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 | $322,913 | $172,111+87.6% | $150,298+114.8% | $137,256+135.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.03% | 69.37%-58.3pp | 62.79%-51.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $12,043 | $4,636+159.7% | $4,154+189.9% | $4,156+189.8% |
| Participant deferral / active EE | $11,741 | $6,166+90.4% | $5,453+115.3% | $6,407+83.3% |
| Admin fee / account holder | $26,632 | $16,471+61.7% | $14,116+88.7% | $12,270+117.1% |