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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 | $75,720+235.6% | $90,312+181.4% | $86,983+192.2% |
| Participation rate | 97.7% | 66.3%+31.5pp | 72.9%+24.8pp | 69.5%+28.2pp |
| Annual return | 3.55% | 18.55%-15.0pp | 18.90%-15.3pp | 25.83%-22.3pp |
| Employer contribution / active EE | $14,041 | $1,945+621.8% | $2,243+526.1% | $2,584+443.3% |
| Participant deferral / active EE | $0 | $3,001-100.0% | $3,749-100.0% | $4,194-100.0% |
| Admin fee / account holder | $14,933 | $6,201+140.8% | $8,248+81.1% | $7,856+90.1% |