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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 | $469,691 | $215,361+118.1% | $171,082+174.5% | $273,972+71.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 0.12% | 25.14%-25.0pp | 32.56%-32.4pp | 41.46%-41.3pp |
| Employer contribution / active EE | $7,623 | $4,967+53.5% | $4,002+90.5% | $4,869+56.6% |
| Participant deferral / active EE | $24,000 | $5,543+333.0% | $4,797+400.3% | $5,287+353.9% |
| Admin fee / account holder | $7,927 | $10,846-26.9% | $8,520-7.0% | $10,133-21.8% |