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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 | $267,617 | $106,864+150.4% | $147,318+81.7% | $82,637+223.8% |
| Participation rate | 88.0% | 75.5%+12.5pp | 82.1%+5.9pp | 68.1%+19.9pp |
| Annual return | 3.17% | 27.49%-24.3pp | 70.43%-67.3pp | 53.51%-50.3pp |
| Employer contribution / active EE | $6,865 | $3,417+100.9% | $4,593+49.5% | $2,552+169.0% |
| Participant deferral / active EE | $8,708 | $6,496+34.1% | $7,906+10.1% | $4,126+111.0% |
| Admin fee / account holder | $3,078 | $8,415-63.4% | $13,708-77.5% | $7,339-58.1% |