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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 | $648,276 | $156,398+314.5% | $147,318+340.1% | $138,895+366.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.16% | 78.75%-68.6pp | 70.43%-60.3pp | 145.39%-135.2pp |
| Employer contribution / active EE | $2,554 | $4,853-47.4% | $4,593-44.4% | $4,194-39.1% |
| Participant deferral / active EE | $6,729 | $8,237-18.3% | $7,906-14.9% | $6,396+5.2% |
| Admin fee / account holder | $8,031 | $14,976-46.4% | $13,708-41.4% | $12,562-36.1% |