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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 | $357,440 | $79,209+351.3% | $102,434+248.9% | $74,459+380.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 10.42% | 54.98%-44.6pp | 29.46%-19.0pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $17,114 | $2,362+624.4% | $3,023+466.1% | $2,626+551.7% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,055-100.0% | $4,350-100.0% |
| Admin fee / account holder | $10,407 | $2,002+419.9% | $9,462+10.0% | $1,945+435.1% |