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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 | $283,861 | $174,379+62.8% | $152,093+86.6% | $138,895+104.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 8.74% | 74.86%-66.1pp | 66.36%-57.6pp | 145.39%-136.7pp |
| Employer contribution / active EE | $2,519 | $4,652-45.9% | $4,175-39.7% | $4,194-39.9% |
| Participant deferral / active EE | $21,867 | $6,159+255.0% | $5,451+301.1% | $6,396+241.9% |
| Admin fee / account holder | $69,493 | $16,880+311.7% | $14,497+379.4% | $12,562+453.2% |