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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 | $254,054 | $102,609+147.6% | $98,090+159.0% | $138,895+82.9% |
| Participation rate | 75.0% | 82.8%-7.8pp | 81.5%-6.5pp | 79.9%-4.9pp |
| Annual return | 11.33% | 36.44%-25.1pp | 37.05%-25.7pp | 145.39%-134.1pp |
| Employer contribution / active EE | $511 | $3,867-86.8% | $3,606-85.8% | $4,194-87.8% |
| Participant deferral / active EE | $3,262 | $8,167-60.1% | $7,845-58.4% | $6,396-49.0% |
| Admin fee / account holder | $52,736 | $11,434+361.2% | $11,815+346.3% | $12,562+319.8% |