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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 | $277,584 | $138,312+100.7% | $122,979+125.7% | $155,188+78.9% |
| Participation rate | 95.8% | 80.2%+15.6pp | 77.2%+18.6pp | 80.8%+15.0pp |
| Annual return | 6.56% | 22.06%-15.5pp | 20.12%-13.6pp | 148.84%-142.3pp |
| Employer contribution / active EE | $6,667 | $3,530+88.8% | $3,062+117.7% | $4,248+56.9% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,483 | $15,089-90.2% | $12,864-88.5% | $14,480-89.8% |