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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 | $138,385+82.4% | $184,243+37.0% | $80,925+212.0% |
| Participation rate | 98.8% | 83.9%+14.9pp | 86.8%+12.0pp | 67.7%+31.2pp |
| Annual return | 0.40% | 20.02%-19.6pp | 28.82%-28.4pp | 35.65%-35.2pp |
| Employer contribution / active EE | $28,488 | $4,851+487.3% | $6,427+343.3% | $2,756+933.6% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $100,992 | $10,489+862.9% | $13,914+625.8% | $6,940+1355.2% |