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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 | $258,580 | $108,825+137.6% | $156,181+65.6% | $82,448+213.6% |
| Participation rate | 70.5% | 72.4%-1.9pp | 78.8%-8.3pp | 68.1%+2.4pp |
| Annual return | 11.03% | 20.59%-9.6pp | 64.87%-53.8pp | 41.64%-30.6pp |
| Employer contribution / active EE | $1,800 | $2,870-37.3% | $4,294-58.1% | $2,551-29.5% |
| Participant deferral / active EE | $4,429 | $4,577-3.2% | $6,132-27.8% | $4,139+7.0% |
| Admin fee / account holder | $12,444 | $9,341+33.2% | $14,586-14.7% | $7,234+72.0% |