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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 | $281,684 | $102,638+174.4% | $81,982+243.6% | $158,982+77.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 4.34% | 61.05%-56.7pp | 41.31%-37.0pp | 302.99%-298.7pp |
| Employer contribution / active EE | $5,000 | $3,241+54.3% | $2,498+100.1% | $4,763+5.0% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13,229 | $8,237+60.6% | $5,665+133.5% | $11,252+17.6% |