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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 | $138,312+118.9% | $122,979+146.2% | $155,188+95.1% |
| Participation rate | 75.0% | 80.2%-5.2pp | 77.2%-2.2pp | 80.8%-5.8pp |
| Annual return | 3.62% | 22.06%-18.4pp | 20.12%-16.5pp | 148.84%-145.2pp |
| Employer contribution / active EE | $3,714 | $3,530+5.2% | $3,062+21.3% | $4,248-12.6% |
| Participant deferral / active EE | $6,167 | $5,592+10.3% | $5,003+23.3% | $6,531-5.6% |
| Admin fee / account holder | $32,600 | $15,089+116.0% | $12,864+153.4% | $14,480+125.1% |