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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 | $260,750 | $167,415+55.8% | $140,514+85.6% | $198,609+31.3% |
| Participation rate | 88.9% | 80.9%+8.0pp | 77.8%+11.1pp | 82.4%+6.5pp |
| Annual return | 1.83% | 13.85%-12.0pp | 14.36%-12.5pp | 202.70%-200.9pp |
| Employer contribution / active EE | $11,121 | $4,088+172.1% | $3,378+229.2% | $5,055+120.0% |
| Participant deferral / active EE | $5,222 | $5,579-6.4% | $4,919+6.2% | $6,977-25.1% |
| Admin fee / account holder | $540 | $16,730-96.8% | $13,697-96.1% | $19,030-97.2% |