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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 | $156,398+60.6% | $147,318+70.5% | $138,895+80.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.97% | 78.75%-68.8pp | 70.43%-60.5pp | 145.39%-135.4pp |
| Employer contribution / active EE | $1,852 | $4,853-61.8% | $4,593-59.7% | $4,194-55.8% |
| Participant deferral / active EE | $2,865 | $8,237-65.2% | $7,906-63.8% | $6,396-55.2% |
| Admin fee / account holder | $2,696 | $14,976-82.0% | $13,708-80.3% | $12,562-78.5% |