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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 | $288,021 | $110,337+161.0% | $102,383+181.3% | $145,877+97.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.19% | 24.83%-18.6pp | 24.94%-18.7pp | 551.28%-545.1pp |
| Employer contribution / active EE | $7,397 | $4,216+75.5% | $3,870+91.1% | $4,663+58.6% |
| Participant deferral / active EE | $10,199 | $5,621+81.4% | $5,060+101.6% | $6,691+52.4% |
| Admin fee / account holder | $7,560 | $9,750-22.5% | $8,391-9.9% | $13,402-43.6% |