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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 | $264,262 | $138,385+91.0% | $184,200+43.5% | $80,874+226.8% |
| Participation rate | 88.0% | 83.9%+4.1pp | 86.8%+1.2pp | 67.6%+20.4pp |
| Annual return | 6.97% | 20.02%-13.1pp | 28.80%-21.8pp | 35.62%-28.6pp |
| Employer contribution / active EE | $4,015 | $4,849-17.2% | $6,424-37.5% | $2,756+45.7% |
| Participant deferral / active EE | $12,827 | $7,073+81.4% | $9,132+40.5% | $4,297+198.5% |
| Admin fee / account holder | $11,957 | $10,483+14.1% | $13,907-14.0% | $6,935+72.4% |