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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 | $314,583 | $70,366+347.1% | $66,674+371.8% | $138,895+126.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 12.49% | 386.41%-373.9pp | 321.24%-308.7pp | 145.39%-132.9pp |
| Employer contribution / active EE | $11,781 | $2,765+326.1% | $2,620+349.6% | $4,194+180.9% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6,879 | $5,262+30.7% | $5,098+34.9% | $12,562-45.2% |