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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 | $405,753 | $125,797+222.5% | $170,028+138.6% | $75,181+439.7% |
| Participation rate | 94.4% | 83.6%+10.8pp | 87.0%+7.4pp | 67.2%+27.2pp |
| Annual return | 6.48% | 27.20%-20.7pp | 53.39%-46.9pp | 160.69%-154.2pp |
| Employer contribution / active EE | $17,409 | $4,616+277.1% | $6,788+156.5% | $2,671+551.9% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,409-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,250 | $8,177+25.4% | $12,820-20.0% | $5,650+81.4% |