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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 | $67,894+274.3% | $89,340+184.5% | $82,448+208.3% |
| Participation rate | 97.7% | 64.0%+33.7pp | 69.6%+28.2pp | 68.1%+29.7pp |
| Annual return | 3.55% | 19.21%-15.7pp | 20.57%-17.0pp | 41.64%-38.1pp |
| Employer contribution / active EE | $14,041 | $1,828+668.2% | $2,231+529.3% | $2,551+450.4% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $14,933 | $5,723+160.9% | $6,704+122.8% | $7,234+106.4% |