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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 | $254,148 | $86,330+194.4% | $121,871+108.5% | $94,015+170.3% |
| Participation rate | 97.7% | 66.7%+31.1pp | 73.2%+24.5pp | 70.8%+26.9pp |
| Annual return | 3.55% | 14.95%-11.4pp | 13.57%-10.0pp | 17.84%-14.3pp |
| Employer contribution / active EE | $14,041 | $2,292+512.5% | $2,731+414.1% | $2,790+403.3% |
| Participant deferral / active EE | $0 | $3,146-100.0% | $4,318-100.0% | $4,249-100.0% |
| Admin fee / account holder | $14,933 | $7,346+103.3% | $11,551+29.3% | $8,951+66.8% |