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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 | $299,663 | $201,372+48.8% | $184,260+62.6% | $145,884+105.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.03% | 29.04%-25.0pp | 28.84%-24.8pp | 551.85%-547.8pp |
| Employer contribution / active EE | $14,610 | $7,024+108.0% | $6,427+127.3% | $4,662+213.4% |
| Participant deferral / active EE | $17,283 | $9,808+76.2% | $9,133+89.2% | $6,690+158.4% |
| Admin fee / account holder | $14,013 | $16,362-14.4% | $13,898+0.8% | $13,392+4.6% |