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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 | $268,811 | $138,312+94.4% | $122,979+118.6% | $155,188+73.2% |
| Participation rate | 75.0% | 80.2%-5.2pp | 77.2%-2.2pp | 80.8%-5.8pp |
| Annual return | 5.00% | 22.06%-17.1pp | 20.12%-15.1pp | 148.84%-143.8pp |
| Employer contribution / active EE | $929 | $3,530-73.7% | $3,062-69.7% | $4,248-78.1% |
| Participant deferral / active EE | $8,371 | $5,592+49.7% | $5,003+67.3% | $6,531+28.2% |
| Admin fee / account holder | $9,320 | $15,089-38.2% | $12,864-27.5% | $14,480-35.6% |