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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 | $302,944 | $136,860+121.4% | $120,344+151.7% | $154,746+95.8% |
| Participation rate | 78.9% | 79.9%-0.9pp | 76.7%+2.2pp | 80.7%-1.8pp |
| Annual return | 8.10% | 21.38%-13.3pp | 20.30%-12.2pp | 172.34%-164.2pp |
| Employer contribution / active EE | $2,731 | $3,533-22.7% | $3,020-9.6% | $4,379-37.6% |
| Participant deferral / active EE | $9,418 | $5,793+62.6% | $5,135+83.4% | $6,730+39.9% |
| Admin fee / account holder | $224,985 | $15,393+1361.6% | $12,742+1665.7% | $14,365+1466.2% |