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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 | $378,794 | $162,821+132.6% | $133,978+182.7% | $158,982+138.3% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 2.49% | 41.95%-39.5pp | 45.10%-42.6pp | 302.99%-300.5pp |
| Employer contribution / active EE | $14,400 | $4,976+189.4% | $3,919+267.4% | $4,763+202.3% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $49,004 | $11,742+317.3% | $8,930+448.8% | $11,252+335.5% |