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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 | $253,698 | $155,555+63.1% | $146,866+72.7% | $155,188+63.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 8.40% | 115.41%-107.0pp | 102.85%-94.5pp | 148.84%-140.4pp |
| Employer contribution / active EE | $11,750 | $4,647+152.9% | $4,425+165.6% | $4,248+176.6% |
| Participant deferral / active EE | $11,750 | $8,044+46.1% | $7,759+51.4% | $6,531+79.9% |
| Admin fee / account holder | $1,672 | $14,755-88.7% | $13,620-87.7% | $14,480-88.5% |