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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 | $289,203 | $146,267+97.7% | $197,124+46.7% | $82,448+250.8% |
| Participation rate | 81.3% | 84.0%-2.8pp | 86.7%-5.5pp | 68.1%+13.2pp |
| Annual return | 8.40% | 29.61%-21.2pp | 44.34%-35.9pp | 41.64%-33.2pp |
| Employer contribution / active EE | $3,236 | $4,723-31.5% | $6,227-48.0% | $2,551+26.9% |
| Participant deferral / active EE | $8,835 | $7,035+25.6% | $9,135-3.3% | $4,139+113.5% |
| Admin fee / account holder | $7,400 | $14,422-48.7% | $16,298-54.6% | $7,234+2.3% |