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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 | $262,134 | $181,896+44.1% | $156,551+67.4% | $273,972-4.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.75% | 30.74%-30.0pp | 32.23%-31.5pp | 41.46%-40.7pp |
| Employer contribution / active EE | $3,243 | $6,248-48.1% | $5,501-41.1% | $4,869-33.4% |
| Participant deferral / active EE | $5,228 | $5,550-5.8% | $4,871+7.3% | $5,287-1.1% |
| Admin fee / account holder | $4,527 | $15,560-70.9% | $13,028-65.3% | $10,133-55.3% |