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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 | $256,730 | $87,834+192.3% | $133,975+91.6% | $62,881+308.3% |
| Participation rate | 97.8% | 83.4%+14.5pp | 87.1%+10.8pp | 69.3%+28.5pp |
| Annual return | 3.20% | 12.05%-8.9pp | 29.29%-26.1pp | 20.14%-16.9pp |
| Employer contribution / active EE | $13,678 | $3,482+292.8% | $5,211+162.5% | $2,281+499.7% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,600 | $5,372+60.1% | $9,324-7.8% | $4,296+100.2% |