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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 | $357,701 | $111,535+220.7% | $105,223+239.9% | $137,256+160.6% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.0%+19.7pp | 80.0%+14.8pp |
| Annual return | 11.44% | 237.85%-226.4pp | 180.65%-169.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $26,316 | $3,939+568.0% | $3,689+613.5% | $4,156+533.2% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $14,041 | $9,721+44.4% | $8,859+58.5% | $12,270+14.4% |