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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 | $316,875 | $199,109+59.1% | $173,730+82.4% | $154,746+104.8% |
| Participation rate | 94.4% | 82.8%+11.6pp | 79.6%+14.9pp | 80.7%+13.7pp |
| Annual return | 4.12% | 20.02%-15.9pp | 19.96%-15.8pp | 172.34%-168.2pp |
| Employer contribution / active EE | $6,072 | $5,311+14.3% | $4,577+32.6% | $4,379+38.7% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $12,784 | $20,916-38.9% | $17,523-27.0% | $14,365-11.0% |