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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 | $274,599 | $136,860+100.6% | $120,344+128.2% | $154,746+77.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 6.98% | 21.38%-14.4pp | 20.30%-13.3pp | 172.34%-165.4pp |
| Employer contribution / active EE | $3,862 | $3,533+9.3% | $3,020+27.9% | $4,379-11.8% |
| Participant deferral / active EE | $9,379 | $5,793+61.9% | $5,135+82.7% | $6,730+39.4% |
| Admin fee / account holder | $8,779 | $15,393-43.0% | $12,742-31.1% | $14,365-38.9% |