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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 | $271,260 | $124,425+118.0% | $112,040+142.1% | $137,256+97.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 7.81% | 24.72%-16.9pp | 24.52%-16.7pp | 220.34%-212.5pp |
| Employer contribution / active EE | $5,149 | $3,411+50.9% | $2,954+74.3% | $4,156+23.9% |
| Participant deferral / active EE | $5,206 | $5,718-9.0% | $5,098+2.1% | $6,407-18.7% |
| Admin fee / account holder | $56,583 | $15,207+272.1% | $12,098+367.7% | $12,270+361.1% |