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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 | $297,052 | $154,228+92.6% | $145,433+104.3% | $137,256+116.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.35% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,525 | $4,804-47.4% | $4,554-44.6% | $4,156-39.2% |
| Participant deferral / active EE | $5,000 | $8,216-39.1% | $7,897-36.7% | $6,407-22.0% |
| Admin fee / account holder | $11,983 | $14,344-16.5% | $13,129-8.7% | $12,270-2.3% |