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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 | $253,001 | $95,453+165.1% | $112,040+125.8% | $82,448+206.9% |
| Participation rate | 97.0% | 72.8%+24.2pp | 76.5%+20.5pp | 68.1%+28.9pp |
| Annual return | 4.26% | 23.92%-19.7pp | 24.52%-20.3pp | 41.64%-37.4pp |
| Employer contribution / active EE | $4,941 | $2,318+113.2% | $2,954+67.3% | $2,551+93.7% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $12,093 | $9,013+34.2% | $12,0980% | $7,234+67.2% |