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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 | $354,519 | $125,797+181.8% | $170,043+108.5% | $75,173+371.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 6.88% | 27.20%-20.3pp | 53.40%-46.5pp | 160.72%-153.8pp |
| Employer contribution / active EE | $10,890 | $4,616+135.9% | $6,790+60.4% | $2,671+307.7% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $28,036 | $8,177+242.9% | $12,824+118.6% | $5,651+396.2% |