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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 | $290,821 | $145,431+100.0% | $211,142+37.7% | $87,485+232.4% |
| Participation rate | 98.8% | 84.7%+14.0pp | 87.3%+11.5pp | 68.9%+29.8pp |
| Annual return | 3.83% | 27.21%-23.4pp | 46.84%-43.0pp | 26.06%-22.2pp |
| Employer contribution / active EE | $28,963 | $4,662+521.3% | $6,442+349.6% | $2,596+1015.6% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $6,037 | $17,052-64.6% | $19,076-68.4% | $7,775-22.3% |