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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 | $263,045 | $155,555+69.1% | $146,866+79.1% | $155,188+69.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 3.16% | 115.41%-112.3pp | 102.85%-99.7pp | 148.84%-145.7pp |
| Employer contribution / active EE | $18,823 | $4,647+305.1% | $4,425+325.4% | $4,248+343.1% |
| Participant deferral / active EE | $15,780 | $8,044+96.2% | $7,759+103.4% | $6,531+141.6% |
| Admin fee / account holder | $3,303 | $14,755-77.6% | $13,620-75.8% | $14,480-77.2% |