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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 | $286,813 | $101,618+182.2% | $93,063+208.2% | $137,256+109.0% |
| Participation rate | 87.5% | 74.9%+12.6pp | 72.1%+15.4pp | 80.0%+7.5pp |
| Annual return | 7.95% | 223.95%-216.0pp | 34.15%-26.2pp | 220.34%-212.4pp |
| Employer contribution / active EE | $17,836 | $2,707+558.8% | $2,476+620.3% | $4,156+329.2% |
| Participant deferral / active EE | $10,724 | $4,279+150.6% | $3,958+170.9% | $6,407+67.4% |
| Admin fee / account holder | $29,460 | $6,198+375.3% | $6,033+388.3% | $12,270+140.1% |