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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 | $303,911 | $99,875+204.3% | $146,866+106.9% | $86,983+249.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 13.62% | 28.10%-14.5pp | 102.85%-89.2pp | 25.83%-12.2pp |
| Employer contribution / active EE | $2,894 | $3,224-10.2% | $4,425-34.6% | $2,584+12.0% |
| Participant deferral / active EE | $8,628 | $6,322+36.5% | $7,759+11.2% | $4,194+105.7% |
| Admin fee / account holder | $2,963 | $7,838-62.2% | $13,620-78.2% | $7,856-62.3% |