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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 | $372,310 | $181,896+104.7% | $156,551+137.8% | $273,972+35.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.36% | 30.74%-29.4pp | 32.23%-30.9pp | 41.46%-40.1pp |
| Employer contribution / active EE | $7,333 | $6,248+17.4% | $5,501+33.3% | $4,869+50.6% |
| Participant deferral / active EE | $11,250 | $5,550+102.7% | $4,871+131.0% | $5,287+112.8% |
| Admin fee / account holder | $17,449 | $15,560+12.1% | $13,028+33.9% | $10,133+72.2% |