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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 | $356,889 | $154,228+131.4% | $145,433+145.4% | $137,256+160.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.36% | 74.59%-64.2pp | 66.58%-56.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $3,558 | $4,804-25.9% | $4,554-21.9% | $4,156-14.4% |
| Participant deferral / active EE | $16,718 | $8,216+103.5% | $7,897+111.7% | $6,407+160.9% |
| Admin fee / account holder | $170,129 | $14,344+1086.1% | $13,129+1195.8% | $12,270+1286.5% |