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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 | $408,835 | $213,785+91.2% | $185,441+120.5% | $155,188+163.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 2.17% | 19.97%-17.8pp | 20.16%-18.0pp | 148.84%-146.7pp |
| Employer contribution / active EE | $8,500 | $5,393+57.6% | $4,672+81.9% | $4,248+100.1% |
| Participant deferral / active EE | $27,167 | $6,864+295.8% | $6,152+341.6% | $6,531+316.0% |
| Admin fee / account holder | $9,719 | $21,134-54.0% | $17,890-45.7% | $14,480-32.9% |