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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 | $254,738 | $106,749+138.6% | $145,433+75.2% | $82,448+209.0% |
| Participation rate | 82.4% | 75.6%+6.8pp | 82.1%+0.3pp | 68.1%+14.4pp |
| Annual return | 13.11% | 27.59%-14.5pp | 66.58%-53.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,638 | $3,444-23.4% | $4,554-42.1% | $2,551+3.4% |
| Participant deferral / active EE | $6,254 | $6,519-4.1% | $7,897-20.8% | $4,139+51.1% |
| Admin fee / account holder | $26,994 | $8,390+221.7% | $13,129+105.6% | $7,234+273.1% |