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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 | $255,653 | $217,432+17.6% | $185,849+37.6% | $167,536+52.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.22% | 148.42%-140.2pp | 122.10%-113.9pp | 478.82%-470.6pp |
| Employer contribution / active EE | $5,142 | $5,875-12.5% | $5,169-0.5% | $4,839+6.2% |
| Participant deferral / active EE | $4,965 | $6,357-21.9% | $5,569-10.9% | $6,342-21.7% |
| Admin fee / account holder | $2,204 | $19,818-88.9% | $16,244-86.4% | $12,315-82.1% |