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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 | $258,890 | $94,436+174.1% | $115,599+124.0% | $82,637+213.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 6.77% | 18.37%-11.6pp | 111.10%-104.3pp | 53.51%-46.7pp |
| Employer contribution / active EE | $926 | $2,324-60.2% | $2,955-68.7% | $2,552-63.7% |
| Participant deferral / active EE | $0 | $3,955-100.0% | $4,889-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12,535 | $10,328+21.4% | $12,841-2.4% | $7,339+70.8% |