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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 | $306,031 | $215,361+42.1% | $171,082+78.9% | $273,972+11.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 76.7%+6.6pp | 83.0%+0.3pp |
| Annual return | -4.05% | 25.14%-29.2pp | 32.56%-36.6pp | 41.46%-45.5pp |
| Employer contribution / active EE | $849 | $4,967-82.9% | $4,002-78.8% | $4,869-82.6% |
| Participant deferral / active EE | $10,486 | $5,543+89.2% | $4,797+118.6% | $5,287+98.3% |
| Admin fee / account holder | $965 | $10,846-91.1% | $8,520-88.7% | $10,133-90.5% |