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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 | $99,875+168.0% | $146,866+82.2% | $86,983+207.7% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 3.17% | 28.10%-24.9pp | 102.85%-99.7pp | 25.83%-22.7pp |
| Employer contribution / active EE | $6,865 | $3,224+112.9% | $4,425+55.2% | $2,584+165.6% |
| Participant deferral / active EE | $8,708 | $6,322+37.7% | $7,759+12.2% | $4,194+107.6% |
| Admin fee / account holder | $3,078 | $7,838-60.7% | $13,620-77.4% | $7,856-60.8% |