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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 | $124,425+136.3% | $112,040+162.4% | $137,256+114.2% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 5.14% | 24.72%-19.6pp | 24.52%-19.4pp | 220.34%-215.2pp |
| Employer contribution / active EE | $10,005 | $3,411+193.3% | $2,954+238.7% | $4,156+140.7% |
| Participant deferral / active EE | $3,894 | $5,718-31.9% | $5,098-23.6% | $6,407-39.2% |
| Admin fee / account holder | $27,667 | $15,207+81.9% | $12,098+128.7% | $12,270+125.5% |