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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 | $298,466 | $95,404+212.8% | $113,397+163.2% | $82,637+261.2% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.5%-1.5pp | 68.1%+6.9pp |
| Annual return | 10.32% | 19.08%-8.8pp | 23.20%-12.9pp | 53.51%-43.2pp |
| Employer contribution / active EE | $1,865 | $2,307-19.1% | $2,977-37.3% | $2,552-26.9% |
| Participant deferral / active EE | $4,926 | $4,220+16.7% | $5,076-3.0% | $4,126+19.4% |
| Admin fee / account holder | $7,630 | $9,168-16.8% | $11,957-36.2% | $7,339+4.0% |