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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 | $260,750 | $136,860+90.5% | $120,344+116.7% | $154,746+68.5% |
| Participation rate | 88.9% | 79.9%+9.0pp | 76.7%+12.2pp | 80.7%+8.2pp |
| Annual return | 1.83% | 21.38%-19.5pp | 20.30%-18.5pp | 172.34%-170.5pp |
| Employer contribution / active EE | $11,121 | $3,533+214.8% | $3,020+268.2% | $4,379+154.0% |
| Participant deferral / active EE | $5,222 | $5,793-9.9% | $5,135+1.7% | $6,730-22.4% |
| Admin fee / account holder | $540 | $15,393-96.5% | $12,742-95.8% | $14,365-96.2% |