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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 | $294,354 | $184,014+60.0% | $161,149+82.7% | $138,895+111.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.8%+4.5pp | 79.9%+3.4pp |
| Annual return | 6.01% | 21.52%-15.5pp | 21.16%-15.2pp | 145.39%-139.4pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,780 | $6,909-1.9% | $6,153+10.2% | $6,396+6.0% |
| Admin fee / account holder | $4,670 | $18,027-74.1% | $15,194-69.3% | $12,562-62.8% |