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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 | $326,821 | $78,670+315.4% | $109,173+199.4% | $85,847+280.7% |
| Participation rate | 95.3% | 68.3%+27.1pp | 75.9%+19.5pp | 69.3%+26.0pp |
| Annual return | 9.84% | 25.09%-15.3pp | 25.75%-15.9pp | 318.61%-308.8pp |
| Employer contribution / active EE | $26,137 | $2,734+856.0% | $3,723+602.1% | $2,565+918.8% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $18,328 | $5,469+235.1% | $6,755+171.3% | $6,261+192.8% |