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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 | $271,721 | $102,422+165.3% | $147,117+84.7% | $80,959+235.6% |
| Participation rate | 91.4% | 75.9%+15.5pp | 82.2%+9.2pp | 67.7%+23.7pp |
| Annual return | 10.61% | 135.16%-124.5pp | 420.54%-409.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $11,714 | $3,717+215.1% | $4,932+137.5% | $2,757+324.9% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,605 | $7,953-42.1% | $12,993-64.6% | $6,925-33.5% |