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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 | $315,401 | $65,367+382.5% | $92,915+239.5% | $72,976+332.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 3.39% | 42.11%-38.7pp | 109.45%-106.1pp | 81.02%-77.6pp |
| Employer contribution / active EE | $8,688 | $2,594+234.9% | $3,653+137.8% | $2,440+256.0% |
| Participant deferral / active EE | $9,382 | $3,128+199.9% | $4,238+121.4% | $3,608+160.0% |
| Admin fee / account holder | $22,739 | $4,251+434.8% | $5,796+292.3% | $5,124+343.8% |