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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 | $329,719 | $103,393+218.9% | $87,103+278.5% | $152,909+115.6% |
| Participation rate | 85.7% | 79.4%+6.4pp | 76.9%+8.8pp | 82.5%+3.3pp |
| Annual return | 0.03% | 28.10%-28.1pp | 28.19%-28.2pp | 345.46%-345.4pp |
| Employer contribution / active EE | $13,070 | $3,221+305.8% | $2,521+418.3% | $4,764+174.3% |
| Participant deferral / active EE | $10,068 | $4,778+110.7% | $4,049+148.7% | $5,851+72.1% |
| Admin fee / account holder | $12,571 | $12,195+3.1% | $7,491+67.8% | $11,601+8.4% |