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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 | $256,871 | $106,864+140.4% | $147,318+74.4% | $82,637+210.8% |
| Participation rate | 77.5% | 75.5%+2.0pp | 82.1%-4.6pp | 68.1%+9.4pp |
| Annual return | 13.25% | 27.49%-14.2pp | 70.43%-57.2pp | 53.51%-40.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $18,799 | $6,496+189.4% | $7,906+137.8% | $4,126+355.6% |
| Admin fee / account holder | $20,411 | $8,415+142.6% | $13,708+48.9% | $7,339+178.1% |