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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 | $138,312+112.6% | $122,979+139.1% | $155,188+89.4% |
| Participation rate | 75.0% | 80.2%-5.2pp | 77.2%-2.2pp | 80.8%-5.8pp |
| Annual return | 5.14% | 22.06%-16.9pp | 20.12%-15.0pp | 148.84%-143.7pp |
| Employer contribution / active EE | $10,005 | $3,530+183.4% | $3,062+226.7% | $4,248+135.5% |
| Participant deferral / active EE | $3,894 | $5,592-30.4% | $5,003-22.2% | $6,531-40.4% |
| Admin fee / account holder | $27,667 | $15,089+83.4% | $12,864+115.1% | $14,480+91.1% |