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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 | $93,345+182.8% | $119,126+121.6% | $87,485+201.7% |
| Participation rate | 76.5% | 68.7%+7.7pp | 75.8%+0.7pp | 68.9%+7.5pp |
| Annual return | 1.33% | 19.08%-17.7pp | 282.11%-280.8pp | 26.06%-24.7pp |
| Employer contribution / active EE | $2,809 | $3,172-11.4% | $4,034-30.4% | $2,596+8.2% |
| Participant deferral / active EE | $9,167 | $4,099+123.7% | $5,318+72.4% | $4,274+114.5% |
| Admin fee / account holder | $26,506 | $8,039+229.7% | $10,693+147.9% | $7,775+240.9% |