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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 | $255,843 | $98,776+159.0% | $149,745+70.9% | $79,856+220.4% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.5%+1.9pp | 69.6%+14.7pp |
| Annual return | 4.84% | 27.38%-22.5pp | 276.72%-271.9pp | 31.71%-26.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,068 | $5,681-28.4% | $6,843-40.6% | $3,741+8.7% |
| Admin fee / account holder | $25,135 | $6,053+315.3% | $9,312+169.9% | $5,306+373.7% |