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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 | $278,059 | $201,344+38.1% | $184,243+50.9% | $145,877+90.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.21% | 29.01%-23.8pp | 28.82%-23.6pp | 551.28%-546.1pp |
| Employer contribution / active EE | $1,908 | $7,022-72.8% | $6,427-70.3% | $4,663-59.1% |
| Participant deferral / active EE | $15,333 | $9,807+56.4% | $9,132+67.9% | $6,691+129.2% |
| Admin fee / account holder | $67,148 | $16,382+309.9% | $13,914+382.6% | $13,402+401.0% |