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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 | $289,506 | $76,551+278.2% | $123,894+133.7% | $62,881+360.4% |
| Participation rate | 75.6% | 73.0%+2.6pp | 81.4%-5.8pp | 69.3%+6.3pp |
| Annual return | -0.80% | 18.68%-19.5pp | 47.52%-48.3pp | 20.14%-20.9pp |
| Employer contribution / active EE | $6,871 | $2,882+138.4% | $4,617+48.8% | $2,281+201.2% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $13,449 | $4,826+178.7% | $8,357+60.9% | $4,296+213.1% |