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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 | $260,563 | $76,551+240.4% | $123,894+110.3% | $62,881+314.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 1.21% | 18.68%-17.5pp | 47.52%-46.3pp | 20.14%-18.9pp |
| Employer contribution / active EE | $3,920 | $2,882+36.0% | $4,617-15.1% | $2,281+71.9% |
| Participant deferral / active EE | $6,878 | $4,840+42.1% | $5,984+14.9% | $3,203+114.8% |
| Admin fee / account holder | $14,661 | $4,826+203.8% | $8,357+75.4% | $4,296+241.3% |