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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 | $257,119 | $87,166+195.0% | $76,735+235.1% | $137,256+87.3% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 8.44% | 26.50%-18.1pp | 29.77%-21.3pp | 220.34%-211.9pp |
| Employer contribution / active EE | $500 | $2,904-82.8% | $2,454-79.6% | $4,156-88.0% |
| Participant deferral / active EE | $4,558 | $4,726-3.6% | $4,088+11.5% | $6,407-28.9% |
| Admin fee / account holder | $12,433 | $8,403+48.0% | $7,189+72.9% | $12,270+1.3% |