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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 | $279,036 | $45,343+515.4% | $150,298+85.7% | $67,986+310.4% |
| Participation rate | 83.2% | 51.9%+31.3pp | 77.8%+5.4pp | 57.2%+26.0pp |
| Annual return | 11.84% | 33.28%-21.4pp | 62.79%-50.9pp | 31.67%-19.8pp |
| Employer contribution / active EE | $17,391 | $1,462+1089.6% | $4,154+318.6% | $2,019+761.5% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $8,868 | $2,250+294.2% | $14,116-37.2% | $3,203+176.8% |