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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 | $394,300 | $106,588+269.9% | $94,215+318.5% | $155,188+154.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 1.56% | 29.39%-27.8pp | 28.22%-26.7pp | 148.84%-147.3pp |
| Employer contribution / active EE | $971 | $3,080-68.5% | $2,675-63.7% | $4,248-77.1% |
| Participant deferral / active EE | $5,479 | $4,802+14.1% | $4,276+28.1% | $6,531-16.1% |
| Admin fee / account holder | $3,380 | $12,281-72.5% | $10,216-66.9% | $14,480-76.7% |