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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 | $274,420 | $102,609+167.4% | $98,090+179.8% | $138,895+97.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 11.49% | 36.44%-25.0pp | 37.05%-25.6pp | 145.39%-133.9pp |
| Employer contribution / active EE | $7,773 | $3,867+101.0% | $3,606+115.5% | $4,194+85.3% |
| Participant deferral / active EE | $17,251 | $8,167+111.2% | $7,845+119.9% | $6,396+169.7% |
| Admin fee / account holder | $55,267 | $11,434+383.4% | $11,815+367.8% | $12,562+339.9% |