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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 | $263,759 | $124,425+112.0% | $112,040+135.4% | $137,256+92.2% |
| Participation rate | 78.9% | 79.3%-0.4pp | 76.5%+2.5pp | 80.0%-1.0pp |
| Annual return | 5.57% | 24.72%-19.2pp | 24.52%-19.0pp | 220.34%-214.8pp |
| Employer contribution / active EE | $2,578 | $3,411-24.4% | $2,954-12.7% | $4,156-38.0% |
| Participant deferral / active EE | $3,611 | $5,718-36.9% | $5,098-29.2% | $6,407-43.6% |
| Admin fee / account holder | $12,837 | $15,207-15.6% | $12,098+6.1% | $12,270+4.6% |