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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 | $422,904 | $136,860+209.0% | $120,344+251.4% | $154,746+173.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 8.65% | 21.38%-12.7pp | 20.30%-11.6pp | 172.34%-163.7pp |
| Employer contribution / active EE | $1,863 | $3,533-47.3% | $3,020-38.3% | $4,379-57.5% |
| Participant deferral / active EE | $4,685 | $5,793-19.1% | $5,135-8.8% | $6,730-30.4% |
| Admin fee / account holder | $946 | $15,393-93.9% | $12,742-92.6% | $14,365-93.4% |