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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 | $102,382+240.2% | $147,005+136.9% | $80,874+330.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.20% | 134.89%-123.7pp | 418.76%-407.6pp | 35.62%-24.4pp |
| Employer contribution / active EE | $16,479 | $3,715+343.6% | $4,934+234.0% | $2,756+498.0% |
| Participant deferral / active EE | $8,357 | $6,646+25.7% | $8,070+3.6% | $4,297+94.5% |
| Admin fee / account holder | $2,123 | $7,942-73.3% | $13,006-83.7% | $6,935-69.4% |