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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 | $251,512 | $110,137+128.4% | $161,149+56.1% | $82,637+204.4% |
| Participation rate | 80.8% | 72.4%+8.4pp | 78.8%+1.9pp | 68.1%+12.7pp |
| Annual return | 9.46% | 20.69%-11.2pp | 21.16%-11.7pp | 53.51%-44.0pp |
| Employer contribution / active EE | $2,978 | $2,856+4.3% | $4,360-31.7% | $2,552+16.7% |
| Participant deferral / active EE | $6,343 | $4,575+38.7% | $6,153+3.1% | $4,126+53.7% |
| Admin fee / account holder | $36,347 | $9,467+284.0% | $15,194+139.2% | $7,339+395.3% |