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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 | $280,892 | $89,364+214.3% | $141,177+99.0% | $72,983+284.9% |
| Participation rate | 95.3% | 75.1%+20.2pp | 82.5%+12.9pp | 69.5%+25.9pp |
| Annual return | 12.07% | 111.86%-99.8pp | 71.40%-59.3pp | 81.01%-68.9pp |
| Employer contribution / active EE | $13,349 | $3,115+328.6% | $4,736+181.9% | $2,440+447.1% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $34,314 | $5,959+475.8% | $10,263+234.3% | $5,124+569.6% |