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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 | $261,843 | $124,346+110.6% | $111,308+135.2% | $167,536+56.3% |
| Participation rate | 76.9% | 79.6%-2.7pp | 77.3%-0.4pp | 82.1%-5.2pp |
| Annual return | 8.61% | 37.45%-28.8pp | 54.67%-46.1pp | 478.82%-470.2pp |
| Employer contribution / active EE | $2,284 | $3,437-33.6% | $2,732-16.4% | $4,839-52.8% |
| Participant deferral / active EE | $7,189 | $5,182+38.8% | $4,487+60.2% | $6,342+13.4% |
| Admin fee / account holder | $7,595 | $10,621-28.5% | $7,965-4.6% | $12,315-38.3% |