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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 | $259,259 | $123,793+109.4% | $177,848+45.8% | $79,856+224.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 2.64% | 22.82%-20.2pp | 48.33%-45.7pp | 31.71%-29.1pp |
| Employer contribution / active EE | $11,336 | $4,095+176.8% | $5,919+91.5% | $2,471+358.7% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,828 | $7,243-33.3% | $12,431-61.2% | $5,306-9.0% |