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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 | $320,390 | $211,288+51.6% | $178,540+79.5% | $145,884+119.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.33% | 30.27%-23.9pp | 27.15%-20.8pp | 551.85%-545.5pp |
| Employer contribution / active EE | $1,335 | $4,574-70.8% | $3,953-66.2% | $4,662-71.4% |
| Participant deferral / active EE | $2,427 | $6,967-65.2% | $6,281-61.4% | $6,690-63.7% |
| Admin fee / account holder | $20,198 | $12,105+66.9% | $10,424+93.8% | $13,392+50.8% |