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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 | $271,619 | $132,634+104.8% | $115,768+134.6% | $137,256+97.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 8.01% | 160.70%-152.7pp | 100.46%-92.4pp | 220.34%-212.3pp |
| Employer contribution / active EE | $7,226 | $3,360+115.1% | $2,940+145.8% | $4,156+73.9% |
| Participant deferral / active EE | $5,694 | $5,619+1.3% | $4,917+15.8% | $6,407-11.1% |
| Admin fee / account holder | $14,396 | $15,028-4.2% | $12,439+15.7% | $12,270+17.3% |