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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 | $284,959 | $123,793+130.2% | $177,848+60.2% | $79,856+256.8% |
| Participation rate | 97.7% | 84.7%+13.0pp | 87.7%+10.0pp | 69.6%+28.0pp |
| Annual return | 2.98% | 22.82%-19.8pp | 48.33%-45.4pp | 31.71%-28.7pp |
| Employer contribution / active EE | $15,276 | $4,095+273.0% | $5,919+158.1% | $2,471+518.2% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,877 | $7,243+22.6% | $12,431-28.6% | $5,306+67.3% |