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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 | $292,797 | $81,504+259.2% | $102,437+185.8% | $80,959+261.7% |
| Participation rate | 98.0% | 66.9%+31.2pp | 74.5%+23.5pp | 67.7%+30.4pp |
| Annual return | 8.04% | 25.60%-17.6pp | 24.95%-16.9pp | 35.67%-27.6pp |
| Employer contribution / active EE | $20,701 | $3,104+567.0% | $3,871+434.8% | $2,757+650.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,012 | $6,719-10.5% | $8,388-28.3% | $6,925-13.2% |