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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 | $277,712 | $217,432+27.7% | $185,849+49.4% | $167,536+65.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 2.78% | 148.42%-145.6pp | 122.10%-119.3pp | 478.82%-476.0pp |
| Employer contribution / active EE | $2,552 | $5,875-56.6% | $5,169-50.6% | $4,839-47.3% |
| Participant deferral / active EE | $5,117 | $6,357-19.5% | $5,569-8.1% | $6,342-19.3% |
| Admin fee / account holder | $1,210 | $19,818-93.9% | $16,244-92.6% | $12,315-90.2% |