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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 | $275,078 | $105,210+161.5% | $159,487+72.5% | $85,851+220.4% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.8%-4.3pp | 69.3%+9.3pp |
| Annual return | 10.46% | 45.08%-34.6pp | 263.71%-253.2pp | 318.63%-308.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,215 | $5,946+38.2% | $7,354+11.7% | $3,952+107.9% |
| Admin fee / account holder | $105,243 | $6,934+1417.7% | $10,804+874.1% | $6,261+1581.0% |