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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 | $269,947 | $103,393+161.1% | $87,103+209.9% | $152,909+76.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 4.90% | 28.10%-23.2pp | 28.19%-23.3pp | 345.46%-340.6pp |
| Employer contribution / active EE | $6,393 | $3,221+98.5% | $2,521+153.6% | $4,764+34.2% |
| Participant deferral / active EE | $5,168 | $4,778+8.2% | $4,049+27.7% | $5,851-11.7% |
| Admin fee / account holder | $16,653 | $12,195+36.6% | $7,491+122.3% | $11,601+43.6% |