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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 | $252,462 | $138,393+82.4% | $184,256+37.0% | $80,959+211.8% |
| Participation rate | 98.8% | 83.9%+14.9pp | 86.8%+12.0pp | 67.7%+31.2pp |
| Annual return | 0.40% | 20.01%-19.6pp | 28.85%-28.4pp | 35.67%-35.3pp |
| Employer contribution / active EE | $28,488 | $4,847+487.7% | $6,427+343.2% | $2,757+933.3% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $100,992 | $10,489+862.8% | $13,899+626.6% | $6,925+1358.3% |