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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 | $289,879 | $162,136+78.8% | $152,301+90.3% | $154,746+87.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 7.24% | 91.02%-83.8pp | 80.50%-73.3pp | 172.34%-165.1pp |
| Employer contribution / active EE | $2,260 | $4,890-53.8% | $4,624-51.1% | $4,379-48.4% |
| Participant deferral / active EE | $4,519 | $8,341-45.8% | $8,004-43.5% | $6,730-32.9% |
| Admin fee / account holder | $12,628 | $15,759-19.9% | $14,398-12.3% | $14,365-12.1% |