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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 | $383,432 | $93,589+309.7% | $135,942+182.1% | $75,181+410.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 13.04% | 30.90%-17.9pp | 68.28%-55.2pp | 160.69%-147.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $15,838 | $6,405+147.3% | $7,759+104.1% | $4,126+283.9% |
| Admin fee / account holder | $64,019 | $6,977+817.5% | $10,764+494.7% | $5,650+1033.1% |