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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 | $279,994 | $125,797+122.6% | $170,043+64.7% | $75,173+272.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 11.51% | 27.20%-15.7pp | 53.40%-41.9pp | 160.72%-149.2pp |
| Employer contribution / active EE | $22,828 | $4,616+394.5% | $6,790+236.2% | $2,671+754.7% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $41,722 | $8,177+410.3% | $12,824+225.3% | $5,651+638.4% |