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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 | $261,183 | $106,247+145.8% | $96,515+170.6% | $139,466+87.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 5.68% | 38.47%-32.8pp | 35.73%-30.1pp | 373.66%-368.0pp |
| Employer contribution / active EE | $15,019 | $4,106+265.8% | $3,740+301.6% | $4,754+215.9% |
| Participant deferral / active EE | $4,645 | $5,456-14.9% | $4,880-4.8% | $6,712-30.8% |
| Admin fee / account holder | $5,828 | $7,885-26.1% | $6,735-13.5% | $11,409-48.9% |