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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 | $100,970+151.6% | $96,576+163.1% | $137,256+85.1% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 11.33% | 38.16%-26.8pp | 38.47%-27.1pp | 220.34%-209.0pp |
| Employer contribution / active EE | $511 | $3,809-86.6% | $3,553-85.6% | $4,156-87.7% |
| Participant deferral / active EE | $3,262 | $8,286-60.6% | $7,956-59.0% | $6,407-49.1% |
| Admin fee / account holder | $52,736 | $11,312+366.2% | $11,381+363.4% | $12,270+329.8% |