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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 | $345,921 | $115,931+198.4% | $185,441+86.5% | $86,983+297.7% |
| Participation rate | 81.5% | 73.6%+7.9pp | 80.3%+1.2pp | 69.5%+11.9pp |
| Annual return | 7.15% | 21.47%-14.3pp | 20.16%-13.0pp | 25.83%-18.7pp |
| Employer contribution / active EE | $3,122 | $2,937+6.3% | $4,672-33.2% | $2,584+20.8% |
| Participant deferral / active EE | $6,450 | $4,551+41.7% | $6,152+4.8% | $4,194+53.8% |
| Admin fee / account holder | $8,705 | $10,687-18.5% | $17,890-51.3% | $7,856+10.8% |