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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 | $263,827 | $201,370+31.0% | $184,256+43.2% | $145,897+80.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1.86% | 29.05%-27.2pp | 28.85%-27.0pp | 552.29%-550.4pp |
| Employer contribution / active EE | $9,422 | $7,024+34.2% | $6,427+46.6% | $4,663+102.1% |
| Participant deferral / active EE | $10,000 | $9,808+2.0% | $9,133+9.5% | $6,689+49.5% |
| Admin fee / account holder | $1,667 | $16,364-89.8% | $13,899-88.0% | $13,390-87.6% |