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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 | $329,731 | $73,518+348.5% | $63,005+423.3% | $147,585+123.4% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.8%+10.9pp | 82.8%+2.9pp |
| Annual return | 7.99% | 175.46%-167.5pp | 87.59%-79.6pp | 578.58%-570.6pp |
| Employer contribution / active EE | $12,456 | $3,322+274.9% | $2,760+351.3% | $4,876+155.4% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $27,179 | $5,952+356.6% | $3,599+655.1% | $10,886+149.7% |