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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 | $274,599 | $126,661+116.8% | $113,397+142.2% | $138,895+97.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 6.98% | 25.05%-18.1pp | 23.20%-16.2pp | 145.39%-138.4pp |
| Employer contribution / active EE | $3,862 | $3,456+11.7% | $2,977+29.7% | $4,194-7.9% |
| Participant deferral / active EE | $9,379 | $5,693+64.8% | $5,076+84.8% | $6,396+46.6% |
| Admin fee / account holder | $8,779 | $14,549-39.7% | $11,957-26.6% | $12,562-30.1% |