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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 | $106,524+210.6% | $152,301+117.3% | $87,485+278.2% |
| Participation rate | 78.4% | 75.8%+2.7pp | 82.4%-4.0pp | 68.9%+9.5pp |
| Annual return | 9.61% | 26.89%-17.3pp | 80.50%-70.9pp | 26.06%-16.4pp |
| Employer contribution / active EE | $2,055 | $3,371-39.0% | $4,624-55.6% | $2,596-20.8% |
| Participant deferral / active EE | $8,193 | $6,525+25.6% | $8,004+2.4% | $4,274+91.7% |
| Admin fee / account holder | $92,366 | $8,287+1014.6% | $14,398+541.5% | $7,775+1088.0% |