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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 | $250,729 | $162,136+54.6% | $152,301+64.6% | $154,746+62.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.85% | 91.02%-80.2pp | 80.50%-69.6pp | 172.34%-161.5pp |
| Employer contribution / active EE | $2,683 | $4,890-45.1% | $4,624-42.0% | $4,379-38.7% |
| Participant deferral / active EE | $3,354 | $8,341-59.8% | $8,004-58.1% | $6,730-50.2% |
| Admin fee / account holder | $493 | $15,759-96.9% | $14,398-96.6% | $14,365-96.6% |