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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 | $318,817 | $115,225+176.7% | $100,712+216.6% | $138,895+129.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 8.23% | 40.35%-32.1pp | 33.27%-25.0pp | 145.39%-137.2pp |
| Employer contribution / active EE | $10,000 | $2,771+260.9% | $2,313+332.4% | $4,194+138.4% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,452 | $10,844-68.2% | $9,256-62.7% | $12,562-72.5% |