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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 | $329,753 | $174,379+89.1% | $152,093+116.8% | $138,895+137.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 0.76% | 74.86%-74.1pp | 66.36%-65.6pp | 145.39%-144.6pp |
| Employer contribution / active EE | $1,001 | $4,652-78.5% | $4,175-76.0% | $4,194-76.1% |
| Participant deferral / active EE | $3,044 | $6,159-50.6% | $5,451-44.2% | $6,396-52.4% |
| Admin fee / account holder | $608 | $16,880-96.4% | $14,497-95.8% | $12,562-95.2% |