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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 | $96,731+172.9% | $123,973+112.9% | $86,983+203.4% |
| Participation rate | 76.5% | 70.0%+6.5pp | 76.7%-0.2pp | 69.5%+6.9pp |
| Annual return | 1.33% | 17.33%-16.0pp | 388.13%-386.8pp | 25.83%-24.5pp |
| Employer contribution / active EE | $2,809 | $3,297-14.8% | $4,126-31.9% | $2,584+8.7% |
| Participant deferral / active EE | $9,167 | $4,152+120.8% | $5,247+74.7% | $4,194+118.6% |
| Admin fee / account holder | $26,506 | $8,722+203.9% | $11,799+124.6% | $7,856+237.4% |