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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 | $251,647 | $100,970+149.2% | $96,576+160.6% | $137,256+83.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 10.39% | 38.16%-27.8pp | 38.47%-28.1pp | 220.34%-210.0pp |
| Employer contribution / active EE | $955 | $3,809-74.9% | $3,553-73.1% | $4,156-77.0% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9,263 | $11,312-18.1% | $11,381-18.6% | $12,270-24.5% |