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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 | $344,437 | $102,382+236.4% | $147,005+134.3% | $80,874+325.9% |
| Participation rate | 88.6% | 75.8%+12.7pp | 82.2%+6.4pp | 67.6%+20.9pp |
| Annual return | 11.60% | 134.89%-123.3pp | 418.76%-407.2pp | 35.62%-24.0pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,860 | $6,646+108.5% | $8,070+71.8% | $4,297+222.6% |
| Admin fee / account holder | $24,303 | $7,942+206.0% | $13,006+86.9% | $6,935+250.4% |