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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 | $270,925 | $95,453+183.8% | $112,040+141.8% | $82,448+228.6% |
| Participation rate | 96.2% | 72.8%+23.5pp | 76.5%+19.7pp | 68.1%+28.2pp |
| Annual return | 9.20% | 23.92%-14.7pp | 24.52%-15.3pp | 41.64%-32.4pp |
| Employer contribution / active EE | $3,006 | $2,318+29.7% | $2,954+1.8% | $2,551+17.9% |
| Participant deferral / active EE | $3,790 | $4,224-10.3% | $5,098-25.7% | $4,139-8.4% |
| Admin fee / account holder | $11,689 | $9,013+29.7% | $12,098-3.4% | $7,234+61.6% |