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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 | $293,988 | $136,860+114.8% | $120,344+144.3% | $154,746+90.0% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 5.14% | 21.38%-16.2pp | 20.30%-15.2pp | 172.34%-167.2pp |
| Employer contribution / active EE | $10,005 | $3,533+183.2% | $3,020+231.3% | $4,379+128.5% |
| Participant deferral / active EE | $3,894 | $5,793-32.8% | $5,135-24.2% | $6,730-42.1% |
| Admin fee / account holder | $27,667 | $15,393+79.7% | $12,742+117.1% | $14,365+92.6% |