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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 | $339,335 | $155,555+118.1% | $146,866+131.1% | $155,188+118.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 5.61% | 115.41%-109.8pp | 102.85%-97.2pp | 148.84%-143.2pp |
| Employer contribution / active EE | $2,885 | $4,647-37.9% | $4,425-34.8% | $4,248-32.1% |
| Participant deferral / active EE | $11,637 | $8,044+44.7% | $7,759+50.0% | $6,531+78.2% |
| Admin fee / account holder | $2,082 | $14,755-85.9% | $13,620-84.7% | $14,480-85.6% |