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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 | $273,144 | $95,453+186.2% | $112,040+143.8% | $82,448+231.3% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.5%+8.7pp | 68.1%+17.1pp |
| Annual return | 11.09% | 23.92%-12.8pp | 24.52%-13.4pp | 41.64%-30.6pp |
| Employer contribution / active EE | $2,405 | $2,318+3.8% | $2,954-18.6% | $2,551-5.7% |
| Participant deferral / active EE | $10,896 | $4,224+158.0% | $5,098+113.8% | $4,139+163.2% |
| Admin fee / account holder | $3,452 | $9,013-61.7% | $12,098-71.5% | $7,234-52.3% |