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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 | $260,690 | $210,510+23.8% | $153,500+69.8% | $145,877+78.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.29% | 13.45%-9.2pp | 15.70%-11.4pp | 551.28%-547.0pp |
| Employer contribution / active EE | $25,000 | $6,052+313.1% | $5,039+396.1% | $4,663+436.1% |
| Participant deferral / active EE | $0 | $7,974-100.0% | $6,756-100.0% | $6,691-100.0% |
| Admin fee / account holder | $375 | $19,455-98.1% | $12,736-97.1% | $13,402-97.2% |