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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 | $283,563 | $155,555+82.3% | $146,866+93.1% | $155,188+82.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 10.56% | 115.41%-104.9pp | 102.85%-92.3pp | 148.84%-138.3pp |
| Employer contribution / active EE | $4,001 | $4,647-13.9% | $4,425-9.6% | $4,248-5.8% |
| Participant deferral / active EE | $4,250 | $8,044-47.2% | $7,759-45.2% | $6,531-34.9% |
| Admin fee / account holder | $22,802 | $14,755+54.5% | $13,620+67.4% | $14,480+57.5% |