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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 | $334,755 | $85,060+293.6% | $70,565+374.4% | $139,487+140.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 4.18% | 30.39%-26.2pp | 32.79%-28.6pp | 373.84%-369.7pp |
| Employer contribution / active EE | $1,413 | $3,912-63.9% | $2,976-52.5% | $4,755-70.3% |
| Participant deferral / active EE | $6,776 | $5,891+15.0% | $4,568+48.3% | $6,713+0.9% |
| Admin fee / account holder | $2,621 | $8,932-70.7% | $6,430-59.2% | $11,407-77.0% |