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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 | $302,807 | $124,425+143.4% | $112,040+170.3% | $137,256+120.6% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 3.62% | 24.72%-21.1pp | 24.52%-20.9pp | 220.34%-216.7pp |
| Employer contribution / active EE | $3,714 | $3,411+8.9% | $2,954+25.7% | $4,156-10.6% |
| Participant deferral / active EE | $6,167 | $5,718+7.8% | $5,098+21.0% | $6,407-3.7% |
| Admin fee / account holder | $32,600 | $15,207+114.4% | $12,098+169.5% | $12,270+165.7% |