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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 | $357,293 | $102,422+248.8% | $147,117+142.9% | $80,959+341.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 4.88% | 135.16%-130.3pp | 420.54%-415.7pp | 35.67%-30.8pp |
| Employer contribution / active EE | $11,629 | $3,717+212.8% | $4,932+135.8% | $2,757+321.8% |
| Participant deferral / active EE | $5,340 | $6,652-19.7% | $8,065-33.8% | $4,300+24.2% |
| Admin fee / account holder | $689 | $7,953-91.3% | $12,993-94.7% | $6,925-90.1% |