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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 | $342,515 | $155,555+120.2% | $146,866+133.2% | $155,188+120.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 4.35% | 115.41%-111.1pp | 102.85%-98.5pp | 148.84%-144.5pp |
| Employer contribution / active EE | $2,126 | $4,647-54.3% | $4,425-52.0% | $4,248-50.0% |
| Participant deferral / active EE | $4,060 | $8,044-49.5% | $7,759-47.7% | $6,531-37.8% |
| Admin fee / account holder | $19,591 | $14,755+32.8% | $13,620+43.8% | $14,480+35.3% |