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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 | $108,825+137.2% | $156,181+65.3% | $82,448+213.1% |
| Participation rate | 97.4% | 72.4%+25.1pp | 78.8%+18.6pp | 68.1%+29.4pp |
| Annual return | 8.01% | 20.59%-12.6pp | 64.87%-56.9pp | 41.64%-33.6pp |
| Employer contribution / active EE | $22,228 | $2,870+674.6% | $4,294+417.7% | $2,551+771.4% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $24,456 | $9,341+161.8% | $14,586+67.7% | $7,234+238.1% |