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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 | $395,393 | $154,228+156.4% | $145,433+171.9% | $137,256+188.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.35% | 74.59%-64.2pp | 66.58%-56.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $3,574 | $4,804-25.6% | $4,554-21.5% | $4,156-14.0% |
| Participant deferral / active EE | $10,277 | $8,216+25.1% | $7,897+30.1% | $6,407+60.4% |
| Admin fee / account holder | $9,034 | $14,344-37.0% | $13,129-31.2% | $12,270-26.4% |