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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 | $258,166 | $115,931+122.7% | $185,441+39.2% | $86,983+196.8% |
| Participation rate | 97.4% | 73.6%+23.8pp | 80.3%+17.2pp | 69.5%+27.9pp |
| Annual return | 8.01% | 21.47%-13.5pp | 20.16%-12.2pp | 25.83%-17.8pp |
| Employer contribution / active EE | $22,228 | $2,937+656.9% | $4,672+375.7% | $2,584+760.1% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $24,456 | $10,687+128.8% | $17,890+36.7% | $7,856+211.3% |