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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 | $288,777 | $174,379+65.6% | $152,093+89.9% | $138,895+107.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.45% | 74.86%-64.4pp | 66.36%-55.9pp | 145.39%-134.9pp |
| Employer contribution / active EE | $1,764 | $4,652-62.1% | $4,175-57.8% | $4,194-57.9% |
| Participant deferral / active EE | $5,360 | $6,159-13.0% | $5,451-1.7% | $6,396-16.2% |
| Admin fee / account holder | $39,106 | $16,880+131.7% | $14,497+169.8% | $12,562+211.3% |