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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 | $296,999 | $201,264+47.6% | $184,185+61.3% | $145,978+103.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.76% | 29.00%-22.2pp | 28.81%-22.1pp | 550.52%-543.8pp |
| Employer contribution / active EE | $22,667 | $7,021+222.9% | $6,426+252.8% | $4,662+386.2% |
| Participant deferral / active EE | $20,333 | $9,806+107.4% | $9,132+122.7% | $6,690+204.0% |
| Admin fee / account holder | $720 | $16,376-95.6% | $13,909-94.8% | $13,400-94.6% |