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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 | $154,228+167.1% | $145,433+183.2% | $137,256+200.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.89% | 74.59%-64.7pp | 66.58%-56.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,911 | $4,804-60.2% | $4,554-58.1% | $4,156-54.0% |
| Participant deferral / active EE | $16,369 | $8,216+99.2% | $7,897+107.3% | $6,407+155.5% |
| Admin fee / account holder | $11,776 | $14,344-17.9% | $13,129-10.3% | $12,270-4.0% |