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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 | $278,819 | $98,766+182.3% | $149,730+86.2% | $79,852+249.2% |
| Participation rate | 95.3% | 75.8%+19.6pp | 82.5%+12.9pp | 69.6%+25.7pp |
| Annual return | 6.61% | 27.43%-20.8pp | 276.70%-270.1pp | 31.72%-25.1pp |
| Employer contribution / active EE | $11,751 | $3,217+265.3% | $4,645+153.0% | $2,471+375.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $30,561 | $6,052+405.0% | $9,310+228.2% | $5,306+475.9% |