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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 | $251,121 | $154,228+62.8% | $145,433+72.7% | $137,256+83.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.97% | 74.59%-64.6pp | 66.58%-56.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,852 | $4,804-61.4% | $4,554-59.3% | $4,156-55.4% |
| Participant deferral / active EE | $2,865 | $8,216-65.1% | $7,897-63.7% | $6,407-55.3% |
| Admin fee / account holder | $2,696 | $14,344-81.2% | $13,129-79.5% | $12,270-78.0% |