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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 | $306,431 | $102,393+199.3% | $147,041+108.4% | $80,911+278.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 8.90% | 134.95%-126.1pp | 419.21%-410.3pp | 35.63%-26.7pp |
| Employer contribution / active EE | $1,873 | $3,715-49.6% | $4,935-62.0% | $2,756-32.0% |
| Participant deferral / active EE | $5,984 | $6,647-10.0% | $8,071-25.9% | $4,297+39.2% |
| Admin fee / account holder | $37,769 | $7,943+375.5% | $13,006+190.4% | $6,935+444.7% |