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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 | $268,747 | $72,269+271.9% | $101,271+165.4% | $79,852+236.6% |
| Participation rate | 98.4% | 68.5%+30.0pp | 75.8%+22.6pp | 69.6%+28.8pp |
| Annual return | 9.79% | 22.29%-12.5pp | 46.48%-36.7pp | 31.72%-21.9pp |
| Employer contribution / active EE | $790 | $2,692-70.6% | $3,660-78.4% | $2,471-68.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,693 | $4,401+6.6% | $5,948-21.1% | $5,306-11.6% |