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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 | $136,860+121.3% | $120,344+151.6% | $154,746+95.7% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 3.62% | 21.38%-17.8pp | 20.30%-16.7pp | 172.34%-168.7pp |
| Employer contribution / active EE | $3,714 | $3,533+5.1% | $3,020+23.0% | $4,379-15.2% |
| Participant deferral / active EE | $6,167 | $5,793+6.4% | $5,135+20.1% | $6,730-8.4% |
| Admin fee / account holder | $32,600 | $15,393+111.8% | $12,742+155.9% | $14,365+126.9% |