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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 | $361,987 | $185,312+95.3% | $161,489+124.2% | $154,746+133.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 8.44% | 103.84%-95.4pp | 89.72%-81.3pp | 172.34%-163.9pp |
| Employer contribution / active EE | $2,776 | $4,769-41.8% | $4,268-35.0% | $4,379-36.6% |
| Participant deferral / active EE | $3,498 | $6,350-44.9% | $5,630-37.9% | $6,730-48.0% |
| Admin fee / account holder | $25,274 | $18,654+35.5% | $16,006+57.9% | $14,365+75.9% |