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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 | $282,933 | $58,275+385.5% | $81,844+245.7% | $80,935+249.6% |
| Participation rate | 86.7% | 63.5%+23.2pp | 72.4%+14.3pp | 67.7%+19.0pp |
| Annual return | 10.80% | 41.82%-31.0pp | 778.87%-768.1pp | 35.66%-24.9pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,936 | $3,285+263.3% | $4,323+176.1% | $4,299+177.6% |
| Admin fee / account holder | $32,904 | $4,749+592.9% | $7,355+347.3% | $6,924+375.2% |