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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 | $270,000 | $73,978+265.0% | $96,515+179.8% | $75,173+259.2% |
| Participation rate | 82.4% | 66.4%+15.9pp | 74.3%+8.0pp | 67.2%+15.1pp |
| Annual return | 10.80% | 26.72%-15.9pp | 35.73%-24.9pp | 160.72%-149.9pp |
| Employer contribution / active EE | $6,725 | $2,931+129.5% | $3,740+79.8% | $2,671+151.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,214 | $5,219-38.4% | $6,735-52.3% | $5,651-43.1% |