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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 | $266,731 | $110,240+142.0% | $96,544+176.3% | $139,487+91.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 3.67% | 26.41%-22.7pp | 25.88%-22.2pp | 373.84%-370.2pp |
| Employer contribution / active EE | $2,596 | $3,622-28.3% | $2,966-12.5% | $4,755-45.4% |
| Participant deferral / active EE | $4,477 | $5,549-19.3% | $4,851-7.7% | $6,713-33.3% |
| Admin fee / account holder | $4,529 | $11,602-61.0% | $8,254-45.1% | $11,407-60.3% |