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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 | $262,231 | $215,361+21.8% | $171,082+53.3% | $273,972-4.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 0.57% | 25.14%-24.6pp | 32.56%-32.0pp | 41.46%-40.9pp |
| Employer contribution / active EE | $10,476 | $4,967+110.9% | $4,002+161.8% | $4,869+115.2% |
| Participant deferral / active EE | $4,040 | $5,543-27.1% | $4,797-15.8% | $5,287-23.6% |
| Admin fee / account holder | $21,421 | $10,846+97.5% | $8,520+151.4% | $10,133+111.4% |