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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 | $280,120 | $154,228+81.6% | $145,433+92.6% | $137,256+104.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.92% | 74.59%-69.7pp | 66.58%-61.7pp | 220.34%-215.4pp |
| Employer contribution / active EE | $4,482 | $4,804-6.7% | $4,554-1.6% | $4,156+7.8% |
| Participant deferral / active EE | $10,366 | $8,216+26.2% | $7,897+31.3% | $6,407+61.8% |
| Admin fee / account holder | $3,725 | $14,344-74.0% | $13,129-71.6% | $12,270-69.6% |