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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 | $263,785 | $146,267+80.3% | $197,124+33.8% | $82,448+219.9% |
| Participation rate | 91.5% | 84.0%+7.5pp | 86.7%+4.8pp | 68.1%+23.4pp |
| Annual return | 8.66% | 29.61%-21.0pp | 44.34%-35.7pp | 41.64%-33.0pp |
| Employer contribution / active EE | $4,681 | $4,723-0.9% | $6,227-24.8% | $2,551+83.5% |
| Participant deferral / active EE | $28,246 | $7,035+301.5% | $9,135+209.2% | $4,139+582.4% |
| Admin fee / account holder | $7,107 | $14,422-50.7% | $16,298-56.4% | $7,234-1.8% |