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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 | $251,400 | $73,787+240.7% | $98,716+154.7% | $82,448+204.9% |
| Participation rate | 88.5% | 61.4%+27.1pp | 69.3%+19.2pp | 68.1%+20.4pp |
| Annual return | 11.08% | 18.57%-7.5pp | 31.81%-20.7pp | 41.64%-30.6pp |
| Employer contribution / active EE | $4,058 | $1,511+168.5% | $2,279+78.1% | $2,551+59.1% |
| Participant deferral / active EE | $8,887 | $3,081+188.4% | $4,048+119.6% | $4,139+114.7% |
| Admin fee / account holder | $1,775 | $6,500-72.7% | $8,703-79.6% | $7,234-75.5% |