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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 | $72,607+250.0% | $90,259+181.6% | $87,485+190.5% |
| Participation rate | 97.7% | 64.8%+32.9pp | 70.7%+27.0pp | 68.9%+28.8pp |
| Annual return | 3.55% | 18.59%-15.0pp | 18.88%-15.3pp | 26.06%-22.5pp |
| Employer contribution / active EE | $14,041 | $1,919+631.5% | $2,291+512.8% | $2,596+440.8% |
| Participant deferral / active EE | $0 | $3,055-100.0% | $3,827-100.0% | $4,274-100.0% |
| Admin fee / account holder | $14,933 | $5,947+151.1% | $7,267+105.5% | $7,775+92.1% |