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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 | $277,574 | $181,896+52.6% | $156,551+77.3% | $273,972+1.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.50% | 30.74%-30.2pp | 32.23%-31.7pp | 41.46%-41.0pp |
| Employer contribution / active EE | $3,319 | $6,248-46.9% | $5,501-39.7% | $4,869-31.8% |
| Participant deferral / active EE | $7,420 | $5,550+33.7% | $4,871+52.3% | $5,287+40.3% |
| Admin fee / account holder | $17,410 | $15,560+11.9% | $13,028+33.6% | $10,133+71.8% |