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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 | $380,733 | $98,766+285.5% | $149,730+154.3% | $79,852+376.8% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.5%+12.5pp | 69.6%+25.4pp |
| Annual return | 10.79% | 27.43%-16.6pp | 276.70%-265.9pp | 31.72%-20.9pp |
| Employer contribution / active EE | $13,133 | $3,217+308.2% | $4,645+182.7% | $2,471+431.4% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,935 | $6,052-51.5% | $9,310-68.5% | $5,306-44.7% |