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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 | $316,377 | $93,345+238.9% | $119,126+165.6% | $87,485+261.6% |
| Participation rate | 91.7% | 68.7%+22.9pp | 75.8%+15.9pp | 68.9%+22.7pp |
| Annual return | 4.87% | 19.08%-14.2pp | 282.11%-277.2pp | 26.06%-21.2pp |
| Employer contribution / active EE | $14,583 | $3,172+359.8% | $4,034+261.5% | $2,596+461.7% |
| Participant deferral / active EE | $4,937 | $4,099+20.4% | $5,318-7.2% | $4,274+15.5% |
| Admin fee / account holder | $45,193 | $8,039+462.2% | $10,693+322.6% | $7,775+481.3% |