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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 | $285,565 | $146,267+95.2% | $197,124+44.9% | $82,448+246.4% |
| Participation rate | 83.6% | 84.0%-0.5pp | 86.7%-3.2pp | 68.1%+15.5pp |
| Annual return | 9.47% | 29.61%-20.1pp | 44.34%-34.9pp | 41.64%-32.2pp |
| Employer contribution / active EE | $4,746 | $4,723+0.5% | $6,227-23.8% | $2,551+86.0% |
| Participant deferral / active EE | $13,077 | $7,035+85.9% | $9,135+43.2% | $4,139+215.9% |
| Admin fee / account holder | $2,078 | $14,422-85.6% | $16,298-87.2% | $7,234-71.3% |