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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 | $300,907 | $209,336+43.7% | $197,124+52.6% | $137,256+119.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.63% | 48.09%-36.5pp | 44.34%-32.7pp | 220.34%-208.7pp |
| Employer contribution / active EE | $8,011 | $6,591+21.5% | $6,227+28.6% | $4,156+92.7% |
| Participant deferral / active EE | $6,430 | $9,614-33.1% | $9,135-29.6% | $6,407+0.4% |
| Admin fee / account holder | $7,425 | $17,308-57.1% | $16,298-54.4% | $12,270-39.5% |