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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 | $383,769 | $73,988+418.7% | $96,538+297.5% | $75,177+410.5% |
| Participation rate | 97.6% | 66.4%+31.1pp | 74.3%+23.2pp | 67.2%+30.4pp |
| Annual return | 3.75% | 26.73%-23.0pp | 35.74%-32.0pp | 160.75%-157.0pp |
| Employer contribution / active EE | $13,804 | $2,930+371.1% | $3,740+269.1% | $2,671+416.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $25,694 | $5,220+392.3% | $6,737+281.4% | $5,651+354.7% |