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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 | $253,200 | $106,864+136.9% | $147,318+71.9% | $82,637+206.4% |
| Participation rate | 90.0% | 75.5%+14.5pp | 82.1%+7.9pp | 68.1%+21.9pp |
| Annual return | 12.05% | 27.49%-15.4pp | 70.43%-58.4pp | 53.51%-41.5pp |
| Employer contribution / active EE | $3,330 | $3,417-2.5% | $4,593-27.5% | $2,552+30.5% |
| Participant deferral / active EE | $7,127 | $6,496+9.7% | $7,906-9.9% | $4,126+72.7% |
| Admin fee / account holder | $2,149 | $8,415-74.5% | $13,708-84.3% | $7,339-70.7% |