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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 | $250,932 | $106,524+135.6% | $152,301+64.8% | $87,485+186.8% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.4%+1.6pp | 68.9%+15.1pp |
| Annual return | 12.02% | 26.89%-14.9pp | 80.50%-68.5pp | 26.06%-14.0pp |
| Employer contribution / active EE | $3,000 | $3,371-11.0% | $4,624-35.1% | $2,596+15.6% |
| Participant deferral / active EE | $11,516 | $6,525+76.5% | $8,004+43.9% | $4,274+169.5% |
| Admin fee / account holder | $25,999 | $8,287+213.7% | $14,398+80.6% | $7,775+234.4% |