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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 | $411,890 | $156,398+163.4% | $147,318+179.6% | $138,895+196.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.89% | 78.75%-68.9pp | 70.43%-60.5pp | 145.39%-135.5pp |
| Employer contribution / active EE | $1,911 | $4,853-60.6% | $4,593-58.4% | $4,194-54.4% |
| Participant deferral / active EE | $16,369 | $8,237+98.7% | $7,906+107.0% | $6,396+155.9% |
| Admin fee / account holder | $11,776 | $14,976-21.4% | $13,708-14.1% | $12,562-6.3% |