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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 | $395,271 | $156,398+152.7% | $147,318+168.3% | $138,895+184.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.86% | 78.75%-66.9pp | 70.43%-58.6pp | 145.39%-133.5pp |
| Employer contribution / active EE | $4,600 | $4,853-5.2% | $4,593+0.2% | $4,194+9.7% |
| Participant deferral / active EE | $12,128 | $8,237+47.2% | $7,906+53.4% | $6,396+89.6% |
| Admin fee / account holder | $7,928 | $14,976-47.1% | $13,708-42.2% | $12,562-36.9% |