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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 | $316,820 | $201,370+57.3% | $184,256+71.9% | $145,897+117.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.30% | 29.05%-22.8pp | 28.85%-22.5pp | 552.29%-546.0pp |
| Employer contribution / active EE | $5,378 | $7,024-23.4% | $6,427-16.3% | $4,663+15.3% |
| Participant deferral / active EE | $15,953 | $9,808+62.7% | $9,133+74.7% | $6,689+138.5% |
| Admin fee / account holder | $734 | $16,364-95.5% | $13,899-94.7% | $13,390-94.5% |