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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 | $99,875+209.3% | $146,866+110.3% | $86,983+255.1% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.5%-8.1pp | 69.5%+4.8pp |
| Annual return | 11.83% | 28.10%-16.3pp | 102.85%-91.0pp | 25.83%-14.0pp |
| Employer contribution / active EE | $1,337 | $3,224-58.5% | $4,425-69.8% | $2,584-48.3% |
| Participant deferral / active EE | $7,703 | $6,322+21.8% | $7,759-0.7% | $4,194+83.7% |
| Admin fee / account holder | $42,335 | $7,838+440.1% | $13,620+210.8% | $7,856+438.9% |