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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 | $253,334 | $141,001+79.7% | $112,228+125.7% | $139,487+81.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.98% | 32.75%-24.8pp | 30.23%-22.3pp | 373.84%-365.9pp |
| Employer contribution / active EE | $5,063 | $4,285+18.1% | $3,432+47.5% | $4,755+6.5% |
| Participant deferral / active EE | $14,363 | $5,877+144.4% | $4,800+199.2% | $6,713+114.0% |
| Admin fee / account holder | $1,381 | $9,959-86.1% | $7,752-82.2% | $11,407-87.9% |