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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 | $284,137 | $165,381+71.8% | $149,730+89.8% | $158,966+78.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.49% | 348.29%-345.8pp | 276.70%-274.2pp | 302.95%-300.5pp |
| Employer contribution / active EE | $1,817 | $5,104-64.4% | $4,645-60.9% | $4,762-61.8% |
| Participant deferral / active EE | $2,431 | $7,182-66.1% | $6,843-64.5% | $5,983-59.4% |
| Admin fee / account holder | $805 | $10,809-92.6% | $9,310-91.4% | $11,250-92.8% |