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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 | $334,042 | $51,638+546.9% | $68,368+388.6% | $82,448+305.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 10.84% | 37.53%-26.7pp | 292.57%-281.7pp | 41.64%-30.8pp |
| Employer contribution / active EE | $12,784 | $2,047+524.7% | $2,649+382.6% | $2,551+401.1% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $17,828 | $4,643+283.9% | $5,150+246.2% | $7,234+146.4% |