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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 | $257,000 | $199,109+29.1% | $173,730+47.9% | $154,746+66.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 5.84% | 20.02%-14.2pp | 19.96%-14.1pp | 172.34%-166.5pp |
| Employer contribution / active EE | $2,490 | $5,311-53.1% | $4,577-45.6% | $4,379-43.2% |
| Participant deferral / active EE | $6,163 | $7,113-13.4% | $6,326-2.6% | $6,730-8.4% |
| Admin fee / account holder | $34,207 | $20,916+63.5% | $17,523+95.2% | $14,365+138.1% |