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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 | $156,398+152.8% | $147,318+168.4% | $138,895+184.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.35% | 78.75%-68.4pp | 70.43%-60.1pp | 145.39%-135.0pp |
| Employer contribution / active EE | $3,574 | $4,853-26.4% | $4,593-22.2% | $4,194-14.8% |
| Participant deferral / active EE | $10,277 | $8,237+24.8% | $7,906+30.0% | $6,396+60.7% |
| Admin fee / account holder | $9,034 | $14,976-39.7% | $13,708-34.1% | $12,562-28.1% |