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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 | $299,934 | $228,352+31.3% | $185,835+61.4% | $158,966+88.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 2.23% | 40.81%-38.6pp | 35.96%-33.7pp | 302.95%-300.7pp |
| Employer contribution / active EE | $16,218 | $4,967+226.5% | $4,087+296.8% | $4,762+240.5% |
| Participant deferral / active EE | $5,868 | $6,416-8.5% | $5,633+4.2% | $5,983-1.9% |
| Admin fee / account holder | $18,220 | $11,867+53.5% | $9,502+91.8% | $11,250+62.0% |