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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 | $385,624 | $156,398+146.6% | $147,318+161.8% | $138,895+177.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.68% | 78.75%-67.1pp | 70.43%-58.8pp | 145.39%-133.7pp |
| Employer contribution / active EE | $4,341 | $4,853-10.6% | $4,593-5.5% | $4,194+3.5% |
| Participant deferral / active EE | $10,497 | $8,237+27.4% | $7,906+32.8% | $6,396+64.1% |
| Admin fee / account holder | $128,072 | $14,976+755.2% | $13,708+834.3% | $12,562+919.5% |