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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 | $330,891 | $106,749+210.0% | $145,433+127.5% | $82,448+301.3% |
| Participation rate | 78.4% | 75.6%+2.8pp | 82.1%-3.7pp | 68.1%+10.3pp |
| Annual return | 9.61% | 27.59%-18.0pp | 66.58%-57.0pp | 41.64%-32.0pp |
| Employer contribution / active EE | $2,055 | $3,444-40.3% | $4,554-54.9% | $2,551-19.4% |
| Participant deferral / active EE | $8,193 | $6,519+25.7% | $7,897+3.7% | $4,139+97.9% |
| Admin fee / account holder | $92,366 | $8,390+1000.9% | $13,129+603.5% | $7,234+1176.8% |