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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 | $269,685 | $85,169+216.6% | $172,755+56.1% | $72,983+269.5% |
| Participation rate | 88.5% | 70.1%+18.4pp | 82.6%+5.8pp | 69.5%+19.0pp |
| Annual return | 5.49% | 27.32%-21.8pp | 802.94%-797.5pp | 81.01%-75.5pp |
| Employer contribution / active EE | $2,315 | $3,324-30.4% | $5,144-55.0% | $2,440-5.1% |
| Participant deferral / active EE | $5,233 | $3,260+60.5% | $5,198+0.7% | $3,608+45.0% |
| Admin fee / account holder | $3,855 | $5,880-34.5% | $13,955-72.4% | $5,124-24.8% |