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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 | $277,021 | $98,776+180.5% | $149,745+85.0% | $79,856+246.9% |
| Participation rate | 76.4% | 75.8%+0.6pp | 82.5%-6.1pp | 69.6%+6.7pp |
| Annual return | 5.63% | 27.38%-21.7pp | 276.72%-271.1pp | 31.71%-26.1pp |
| Employer contribution / active EE | $1,295 | $3,217-59.8% | $4,646-72.1% | $2,471-47.6% |
| Participant deferral / active EE | $6,300 | $5,681+10.9% | $6,843-7.9% | $3,741+68.4% |
| Admin fee / account holder | $13,367 | $6,053+120.8% | $9,312+43.5% | $5,306+151.9% |