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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 | $102,385+177.2% | $147,080+92.9% | $80,935+250.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 9.73% | 135.09%-125.4pp | 420.17%-410.4pp | 35.66%-25.9pp |
| Employer contribution / active EE | $15,953 | $3,717+329.2% | $4,933+223.4% | $2,757+478.7% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $22,914 | $7,951+188.2% | $12,989+76.4% | $6,924+230.9% |