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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 | $270,292 | $123,155+119.5% | $108,753+148.5% | $155,188+74.2% |
| Participation rate | 71.4% | 75.6%-4.2pp | 71.1%+0.3pp | 80.8%-9.4pp |
| Annual return | 3.42% | 44.73%-41.3pp | 37.47%-34.1pp | 148.84%-145.4pp |
| Employer contribution / active EE | $838 | $2,811-70.2% | $2,427-65.5% | $4,248-80.3% |
| Participant deferral / active EE | $2,086 | $4,623-54.9% | $4,115-49.3% | $6,531-68.1% |
| Admin fee / account holder | $16,280 | $12,126+34.3% | $10,320+57.8% | $14,480+12.4% |