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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 | $298,834 | $162,136+84.3% | $152,301+96.2% | $154,746+93.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.39% | 91.02%-79.6pp | 80.50%-69.1pp | 172.34%-160.9pp |
| Employer contribution / active EE | $1,970 | $4,890-59.7% | $4,624-57.4% | $4,379-55.0% |
| Participant deferral / active EE | $6,300 | $8,341-24.5% | $8,004-21.3% | $6,730-6.4% |
| Admin fee / account holder | $27,800 | $15,759+76.4% | $14,398+93.1% | $14,365+93.5% |