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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 | $260,225 | $66,431+291.7% | $109,916+136.7% | $85,851+203.1% |
| Participation rate | 73.1% | 63.9%+9.2pp | 74.2%-1.1pp | 69.3%+3.8pp |
| Annual return | 7.71% | 19.59%-11.9pp | 29.46%-21.7pp | 318.63%-310.9pp |
| Employer contribution / active EE | $2,813 | $1,688+66.6% | $2,844-1.1% | $2,565+9.6% |
| Participant deferral / active EE | $2,877 | $2,844+1.2% | $4,047-28.9% | $3,952-27.2% |
| Admin fee / account holder | $15,773 | $4,559+245.9% | $6,069+159.9% | $6,261+151.9% |