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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 | $348,228 | $102,422+240.0% | $147,117+136.7% | $80,959+330.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 8.22% | 135.16%-126.9pp | 420.54%-412.3pp | 35.67%-27.4pp |
| Employer contribution / active EE | $13,809 | $3,717+271.5% | $4,932+180.0% | $2,757+400.8% |
| Participant deferral / active EE | $3,850 | $6,652-42.1% | $8,065-52.3% | $4,300-10.5% |
| Admin fee / account holder | $20,015 | $7,953+151.6% | $12,993+54.0% | $6,925+189.0% |