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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 | $102,422+236.3% | $147,117+134.1% | $80,959+325.4% |
| Participation rate | 88.6% | 75.9%+12.7pp | 82.2%+6.4pp | 67.7%+20.9pp |
| Annual return | 11.60% | 135.16%-123.6pp | 420.54%-408.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,860 | $6,652+108.4% | $8,065+71.9% | $4,300+222.3% |
| Admin fee / account holder | $24,303 | $7,953+205.6% | $12,993+87.1% | $6,925+250.9% |