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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 | $75,058+258.7% | $152,301+76.8% | $64,340+318.5% |
| Participation rate | 74.1% | 60.9%+13.2pp | 82.4%-8.4pp | 55.2%+18.8pp |
| Annual return | 12.09% | 29.93%-17.8pp | 80.50%-68.4pp | 24.14%-12.1pp |
| Employer contribution / active EE | $2,586 | $2,605-0.7% | $4,624-44.1% | $1,862+38.9% |
| Participant deferral / active EE | $5,102 | $5,041+1.2% | $8,004-36.3% | $2,980+71.2% |
| Admin fee / account holder | $8,239 | $4,050+103.4% | $14,398-42.8% | $3,703+122.5% |