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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 | $336,481 | $129,737+159.4% | $119,126+182.5% | $154,746+117.4% |
| Participation rate | 87.5% | 78.9%+8.6pp | 75.8%+11.7pp | 80.7%+6.8pp |
| Annual return | 3.41% | 379.08%-375.7pp | 282.11%-278.7pp | 172.34%-168.9pp |
| Employer contribution / active EE | $2,845 | $4,375-35.0% | $4,034-29.5% | $4,379-35.0% |
| Participant deferral / active EE | $9,303 | $5,842+59.2% | $5,318+74.9% | $6,730+38.2% |
| Admin fee / account holder | $8,721 | $11,961-27.1% | $10,693-18.4% | $14,365-39.3% |