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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 | $308,868 | $106,524+190.0% | $152,301+102.8% | $87,485+253.1% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.4%-8.1pp | 68.9%+5.4pp |
| Annual return | 11.83% | 26.89%-15.1pp | 80.50%-68.7pp | 26.06%-14.2pp |
| Employer contribution / active EE | $1,337 | $3,371-60.3% | $4,624-71.1% | $2,596-48.5% |
| Participant deferral / active EE | $7,703 | $6,525+18.1% | $8,004-3.8% | $4,274+80.3% |
| Admin fee / account holder | $42,335 | $8,287+410.9% | $14,398+194.0% | $7,775+444.5% |