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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 | $259,448 | $73,955+250.8% | $96,520+168.8% | $75,181+245.1% |
| Participation rate | 97.7% | 66.4%+31.3pp | 74.3%+23.4pp | 67.2%+30.5pp |
| Annual return | 3.35% | 26.72%-23.4pp | 35.72%-32.4pp | 160.69%-157.3pp |
| Employer contribution / active EE | $5,931 | $2,930+102.4% | $3,739+58.6% | $2,671+122.1% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,094 | $5,217+93.5% | $6,733+49.9% | $5,650+78.7% |