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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 | $283,790 | $102,382+177.2% | $147,005+93.0% | $80,874+250.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.73% | 134.89%-125.2pp | 418.76%-409.0pp | 35.62%-25.9pp |
| Employer contribution / active EE | $15,953 | $3,715+329.4% | $4,934+223.3% | $2,756+478.9% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $22,914 | $7,942+188.5% | $13,006+76.2% | $6,935+230.4% |