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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 | $268,291 | $104,953+155.6% | $84,637+217.0% | $152,909+75.5% |
| Participation rate | 95.0% | 74.8%+20.2pp | 68.2%+26.8pp | 82.5%+12.5pp |
| Annual return | 9.64% | 373.94%-364.3pp | 258.82%-249.2pp | 345.46%-335.8pp |
| Employer contribution / active EE | $21,131 | $3,304+539.6% | $2,653+696.4% | $4,764+343.6% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,737 | $6,244-8.1% | $4,914+16.7% | $11,601-50.5% |