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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 | $274,844 | $102,429+168.3% | $147,096+86.8% | $80,925+239.6% |
| Participation rate | 72.2% | 75.9%-3.6pp | 82.2%-10.0pp | 67.7%+4.6pp |
| Annual return | 11.74% | 135.02%-123.3pp | 419.75%-408.0pp | 35.65%-23.9pp |
| Employer contribution / active EE | $2,541 | $3,716-31.6% | $4,936-48.5% | $2,756-7.8% |
| Participant deferral / active EE | $5,686 | $6,649-14.5% | $8,071-29.5% | $4,299+32.3% |
| Admin fee / account holder | $31,848 | $7,957+300.3% | $13,005+144.9% | $6,940+358.9% |