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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 | $340,648 | $107,353+217.3% | $92,903+266.7% | $152,885+122.8% |
| Participation rate | 93.3% | 79.8%+13.5pp | 76.0%+17.3pp | 82.5%+10.9pp |
| Annual return | 10.83% | 145.62%-134.8pp | 109.43%-98.6pp | 345.39%-334.6pp |
| Employer contribution / active EE | $14,440 | $4,222+242.0% | $3,653+295.3% | $4,763+203.2% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $30,564 | $7,081+331.6% | $5,795+427.4% | $11,598+163.5% |