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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 | $332,349 | $210,698+57.7% | $178,014+86.7% | $145,959+127.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.39% | 386.27%-379.9pp | 294.80%-288.4pp | 561.95%-555.6pp |
| Employer contribution / active EE | $11,100 | $4,567+143.0% | $3,950+181.0% | $4,661+138.2% |
| Participant deferral / active EE | $22,100 | $6,958+217.6% | $6,276+252.1% | $6,689+230.4% |
| Admin fee / account holder | $2,036 | $12,016-83.1% | $10,362-80.4% | $13,398-84.8% |