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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 | $314,467 | $106,749+194.6% | $145,433+116.2% | $82,448+281.4% |
| Participation rate | 70.3% | 75.6%-5.4pp | 82.1%-11.8pp | 68.1%+2.2pp |
| Annual return | 12.76% | 27.59%-14.8pp | 66.58%-53.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,167 | $3,444-37.1% | $4,554-52.4% | $2,551-15.1% |
| Participant deferral / active EE | $8,918 | $6,519+36.8% | $7,897+12.9% | $4,139+115.5% |
| Admin fee / account holder | $2,690 | $8,390-67.9% | $13,129-79.5% | $7,234-62.8% |