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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 | $326,747 | $228,317+43.1% | $185,808+75.9% | $158,931+105.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 1.09% | 40.81%-39.7pp | 35.95%-34.9pp | 302.86%-301.8pp |
| Employer contribution / active EE | $1,622 | $4,964-67.3% | $4,086-60.3% | $4,761-65.9% |
| Participant deferral / active EE | $3,378 | $6,415-47.3% | $5,632-40.0% | $5,982-43.5% |
| Admin fee / account holder | $12,801 | $11,865+7.9% | $9,501+34.7% | $11,247+13.8% |