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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 | $278,694 | $152,592+82.6% | $125,180+122.6% | $152,885+82.3% |
| Participation rate | 95.2% | 83.3%+11.9pp | 79.8%+15.5pp | 82.5%+12.8pp |
| Annual return | 6.90% | 54.84%-47.9pp | 43.79%-36.9pp | 345.39%-338.5pp |
| Employer contribution / active EE | $57,648 | $4,947+1065.4% | $3,866+1391.3% | $4,763+1110.3% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $39,992 | $13,435+197.7% | $9,703+312.2% | $11,598+244.8% |