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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 | $342,970 | $185,312+85.1% | $161,489+112.4% | $154,746+121.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.83% | 103.84%-94.0pp | 89.72%-79.9pp | 172.34%-162.5pp |
| Employer contribution / active EE | $18,940 | $4,769+297.1% | $4,268+343.7% | $4,379+332.5% |
| Participant deferral / active EE | $13,269 | $6,350+109.0% | $5,630+135.7% | $6,730+97.2% |
| Admin fee / account holder | $2,054 | $18,654-89.0% | $16,006-87.2% | $14,365-85.7% |