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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 | $254,714 | $114,712+122.0% | $173,730+46.6% | $87,485+191.2% |
| Participation rate | 76.1% | 73.0%+3.1pp | 79.6%-3.5pp | 68.9%+7.2pp |
| Annual return | 7.74% | 20.18%-12.4pp | 19.96%-12.2pp | 26.06%-18.3pp |
| Employer contribution / active EE | $16,252 | $2,904+459.6% | $4,577+255.1% | $2,596+526.0% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,690 | $10,210-73.7% | $17,523-84.6% | $7,775-65.4% |