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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 | $277,584 | $136,860+102.8% | $120,344+130.7% | $154,746+79.4% |
| Participation rate | 95.8% | 79.9%+15.9pp | 76.7%+19.1pp | 80.7%+15.1pp |
| Annual return | 6.56% | 21.38%-14.8pp | 20.30%-13.7pp | 172.34%-165.8pp |
| Employer contribution / active EE | $6,667 | $3,533+88.7% | $3,020+120.7% | $4,379+52.2% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,483 | $15,393-90.4% | $12,742-88.4% | $14,365-89.7% |