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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 | $262,743 | $106,864+145.9% | $147,318+78.4% | $82,637+217.9% |
| Participation rate | 75.0% | 75.5%-0.5pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 10.82% | 27.49%-16.7pp | 70.43%-59.6pp | 53.51%-42.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,518 | $6,496+31.1% | $7,906+7.7% | $4,126+106.4% |
| Admin fee / account holder | $8,953 | $8,415+6.4% | $13,708-34.7% | $7,339+22.0% |