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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 | $115,931+116.9% | $185,441+35.6% | $86,983+189.2% |
| Participation rate | 80.8% | 73.6%+7.1pp | 80.3%+0.5pp | 69.5%+11.2pp |
| Annual return | 9.46% | 21.47%-12.0pp | 20.16%-10.7pp | 25.83%-16.4pp |
| Employer contribution / active EE | $2,978 | $2,937+1.4% | $4,672-36.3% | $2,584+15.2% |
| Participant deferral / active EE | $6,343 | $4,551+39.4% | $6,152+3.1% | $4,194+51.3% |
| Admin fee / account holder | $36,347 | $10,687+240.1% | $17,890+103.2% | $7,856+362.7% |