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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 | $275,074 | $185,312+48.4% | $161,489+70.3% | $154,746+77.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 8.65% | 103.84%-95.2pp | 89.72%-81.1pp | 172.34%-163.7pp |
| Employer contribution / active EE | $5,368 | $4,769+12.5% | $4,268+25.8% | $4,379+22.6% |
| Participant deferral / active EE | $9,412 | $6,350+48.2% | $5,630+67.2% | $6,730+39.8% |
| Admin fee / account holder | $4,910 | $18,654-73.7% | $16,006-69.3% | $14,365-65.8% |