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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 | $279,818 | $106,749+162.1% | $145,433+92.4% | $82,448+239.4% |
| Participation rate | 86.7% | 75.6%+11.1pp | 82.1%+4.6pp | 68.1%+18.7pp |
| Annual return | 10.38% | 27.59%-17.2pp | 66.58%-56.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $2,819 | $3,444-18.2% | $4,554-38.1% | $2,551+10.5% |
| Participant deferral / active EE | $9,428 | $6,519+44.6% | $7,897+19.4% | $4,139+127.8% |
| Admin fee / account holder | $7,400 | $8,390-11.8% | $13,129-43.6% | $7,234+2.3% |