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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 | $359,041 | $78,690+356.3% | $161,489+122.3% | $87,485+310.4% |
| Participation rate | 87.0% | 67.5%+19.5pp | 78.7%+8.3pp | 68.9%+18.0pp |
| Annual return | 8.15% | 32.74%-24.6pp | 89.72%-81.6pp | 26.06%-17.9pp |
| Employer contribution / active EE | $9,788 | $2,588+278.2% | $4,268+129.3% | $2,596+277.0% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $75,257 | $6,724+1019.3% | $16,006+370.2% | $7,775+868.0% |