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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 | $263,942 | $105,284+150.7% | $150,734+75.1% | $94,015+180.7% |
| Participation rate | 76.5% | 71.7%+4.7pp | 78.4%-2.0pp | 70.8%+5.6pp |
| Annual return | 1.33% | 15.67%-14.3pp | 600.81%-599.5pp | 17.84%-16.5pp |
| Employer contribution / active EE | $2,809 | $3,599-22.0% | $4,918-42.9% | $2,790+0.7% |
| Participant deferral / active EE | $9,167 | $4,274+114.5% | $5,610+63.4% | $4,249+115.7% |
| Admin fee / account holder | $26,506 | $9,839+169.4% | $14,905+77.8% | $8,951+196.1% |