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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 | $269,259 | $88,360+204.7% | $145,433+85.1% | $67,986+296.1% |
| Participation rate | 74.1% | 65.5%+8.6pp | 82.1%-8.0pp | 57.2%+16.9pp |
| Annual return | 12.09% | 63.15%-51.1pp | 66.58%-54.5pp | 31.67%-19.6pp |
| Employer contribution / active EE | $2,586 | $3,054-15.3% | $4,554-43.2% | $2,019+28.1% |
| Participant deferral / active EE | $5,102 | $5,932-14.0% | $7,897-35.4% | $3,358+51.9% |
| Admin fee / account holder | $8,239 | $3,313+148.7% | $13,129-37.2% | $3,203+157.2% |