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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 | $258,865 | $95,453+171.2% | $112,040+131.0% | $82,448+214.0% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.5%-1.5pp | 68.1%+6.9pp |
| Annual return | 11.87% | 23.92%-12.0pp | 24.52%-12.6pp | 41.64%-29.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,766 | $4,224+12.8% | $5,098-6.5% | $4,139+15.1% |
| Admin fee / account holder | $3,434 | $9,013-61.9% | $12,098-71.6% | $7,234-52.5% |