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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 | $271,159 | $124,425+117.9% | $112,040+142.0% | $137,256+97.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 4.30% | 24.72%-20.4pp | 24.52%-20.2pp | 220.34%-216.0pp |
| Employer contribution / active EE | $4,800 | $3,411+40.7% | $2,954+62.5% | $4,156+15.5% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $35,100 | $15,207+130.8% | $12,098+190.1% | $12,270+186.1% |