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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 | $254,714 | $115,931+119.7% | $185,441+37.4% | $86,983+192.8% |
| Participation rate | 76.1% | 73.6%+2.5pp | 80.3%-4.2pp | 69.5%+6.5pp |
| Annual return | 7.74% | 21.47%-13.7pp | 20.16%-12.4pp | 25.83%-18.1pp |
| Employer contribution / active EE | $16,252 | $2,937+453.4% | $4,672+247.8% | $2,584+528.8% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,690 | $10,687-74.8% | $17,890-85.0% | $7,856-65.8% |