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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 | $259,713 | $106,749+143.3% | $145,433+78.6% | $82,448+215.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 12.52% | 27.59%-15.1pp | 66.58%-54.1pp | 41.64%-29.1pp |
| Employer contribution / active EE | $3,299 | $3,444-4.2% | $4,554-27.6% | $2,551+29.3% |
| Participant deferral / active EE | $7,715 | $6,519+18.4% | $7,897-2.3% | $4,139+86.4% |
| Admin fee / account holder | $12,809 | $8,390+52.7% | $13,129-2.4% | $7,234+77.1% |