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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 | $308,097 | $175,259+75.8% | $149,723+105.8% | $139,487+120.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.18% | 166.82%-161.6pp | 134.50%-129.3pp | 373.84%-368.7pp |
| Employer contribution / active EE | $4,120 | $5,478-24.8% | $4,821-14.5% | $4,755-13.3% |
| Participant deferral / active EE | $14,000 | $6,522+114.7% | $5,682+146.4% | $6,713+108.6% |
| Admin fee / account holder | $9,333 | $16,158-42.2% | $13,215-29.4% | $11,407-18.2% |