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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 | $254,259 | $146,267+73.8% | $197,124+29.0% | $82,448+208.4% |
| Participation rate | 71.0% | 84.0%-13.0pp | 86.7%-15.7pp | 68.1%+2.9pp |
| Annual return | 11.90% | 29.61%-17.7pp | 44.34%-32.4pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,488 | $4,723-47.3% | $6,227-60.1% | $2,551-2.5% |
| Participant deferral / active EE | $7,422 | $7,035+5.5% | $9,135-18.7% | $4,139+79.3% |
| Admin fee / account holder | $17,708 | $14,422+22.8% | $16,298+8.6% | $7,234+144.8% |