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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 | $270,806 | $155,555+74.1% | $146,866+84.4% | $155,188+74.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 4.78% | 115.41%-110.6pp | 102.85%-98.1pp | 148.84%-144.1pp |
| Employer contribution / active EE | $4,339 | $4,647-6.6% | $4,425-1.9% | $4,248+2.1% |
| Participant deferral / active EE | $12,265 | $8,044+52.5% | $7,759+58.1% | $6,531+87.8% |
| Admin fee / account holder | $96,726 | $14,755+555.5% | $13,620+610.2% | $14,480+568.0% |