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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 | $102,429+236.3% | $147,096+134.2% | $80,925+325.6% |
| Participation rate | 88.6% | 75.9%+12.7pp | 82.2%+6.4pp | 67.7%+20.9pp |
| Annual return | 11.60% | 135.02%-123.4pp | 419.75%-408.1pp | 35.65%-24.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,860 | $6,649+108.5% | $8,071+71.7% | $4,299+222.4% |
| Admin fee / account holder | $24,303 | $7,957+205.4% | $13,005+86.9% | $6,940+250.2% |