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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 | $333,647 | $227,291+46.8% | $214,702+55.4% | $155,188+115.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 7.08% | 60.08%-53.0pp | 54.55%-47.5pp | 148.84%-141.8pp |
| Employer contribution / active EE | $1,967 | $6,772-71.0% | $6,461-69.6% | $4,248-53.7% |
| Participant deferral / active EE | $20,095 | $9,582+109.7% | $9,147+119.7% | $6,531+207.7% |
| Admin fee / account holder | $1,018 | $20,413-95.0% | $19,830-94.9% | $14,480-93.0% |