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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 | $348,258 | $102,429+240.0% | $147,096+136.8% | $80,925+330.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.20% | 135.02%-123.8pp | 419.75%-408.5pp | 35.65%-24.4pp |
| Employer contribution / active EE | $16,479 | $3,716+343.5% | $4,936+233.9% | $2,756+497.9% |
| Participant deferral / active EE | $8,357 | $6,649+25.7% | $8,071+3.5% | $4,299+94.4% |
| Admin fee / account holder | $2,123 | $7,957-73.3% | $13,005-83.7% | $6,940-69.4% |