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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 | $308,415 | $93,589+229.5% | $135,942+126.9% | $75,181+310.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 13.82% | 30.90%-17.1pp | 68.28%-54.5pp | 160.69%-146.9pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $12,137 | $6,405+89.5% | $7,759+56.4% | $4,126+194.2% |
| Admin fee / account holder | $39,680 | $6,977+468.7% | $10,764+268.6% | $5,650+602.3% |