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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 | $272,212 | $181,062+50.3% | $158,223+72.0% | $155,188+75.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 8.66% | 57.39%-48.7pp | 52.09%-43.4pp | 148.84%-140.2pp |
| Employer contribution / active EE | $1,839 | $4,565-59.7% | $4,109-55.2% | $4,248-56.7% |
| Participant deferral / active EE | $2,965 | $6,134-51.7% | $5,467-45.8% | $6,531-54.6% |
| Admin fee / account holder | $73,897 | $18,825+292.5% | $16,047+360.5% | $14,480+410.3% |