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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 | $339,130 | $106,749+217.7% | $145,433+133.2% | $82,448+311.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.35% | 27.59%-14.2pp | 66.58%-53.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $4,371 | $3,444+26.9% | $4,554-4.0% | $2,551+71.3% |
| Participant deferral / active EE | $8,203 | $6,519+25.8% | $7,897+3.9% | $4,139+98.2% |
| Admin fee / account holder | $3,642 | $8,390-56.6% | $13,129-72.3% | $7,234-49.7% |