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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 | $295,847 | $51,638+472.9% | $68,368+332.7% | $82,448+258.8% |
| Participation rate | 88.2% | 63.6%+24.6pp | 73.8%+14.5pp | 68.1%+20.2pp |
| Annual return | 11.14% | 37.53%-26.4pp | 292.57%-281.4pp | 41.64%-30.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,671 | $2,914+369.2% | $4,123+231.6% | $4,139+230.3% |
| Admin fee / account holder | $11,537 | $4,643+148.5% | $5,150+124.0% | $7,234+59.5% |