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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 | $339,036 | $182,442+85.8% | $163,379+107.5% | $138,895+144.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 6.19% | 72.74%-66.5pp | 63.41%-57.2pp | 145.39%-139.2pp |
| Employer contribution / active EE | $7,005 | $4,159+68.4% | $3,752+86.7% | $4,194+67.0% |
| Participant deferral / active EE | $13,557 | $6,817+98.9% | $6,282+115.8% | $6,396+111.9% |
| Admin fee / account holder | $3,246 | $10,396-68.8% | $9,818-66.9% | $12,562-74.2% |