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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 | $255,438 | $154,228+65.6% | $145,433+75.6% | $137,256+86.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.08% | 74.59%-65.5pp | 66.58%-57.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $3,773 | $4,804-21.5% | $4,554-17.2% | $4,156-9.2% |
| Participant deferral / active EE | $15,902 | $8,216+93.5% | $7,897+101.4% | $6,407+148.2% |
| Admin fee / account holder | $816 | $14,344-94.3% | $13,129-93.8% | $12,270-93.4% |