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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 | $286,910 | $211,239+35.8% | $178,528+60.7% | $145,877+96.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.82% | 30.22%-23.4pp | 27.11%-20.3pp | 551.28%-544.5pp |
| Employer contribution / active EE | $3,728 | $4,570-18.4% | $3,950-5.6% | $4,663-20.1% |
| Participant deferral / active EE | $10,250 | $6,963+47.2% | $6,278+63.3% | $6,691+53.2% |
| Admin fee / account holder | $1,616 | $12,095-86.6% | $10,419-84.5% | $13,402-87.9% |