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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 | $274,758 | $62,549+339.3% | $85,705+220.6% | $85,851+220.0% |
| Participation rate | 96.8% | 61.1%+35.6pp | 69.9%+26.9pp | 69.3%+27.5pp |
| Annual return | 7.45% | 23.77%-16.3pp | 21.49%-14.0pp | 318.63%-311.2pp |
| Employer contribution / active EE | $14,857 | $1,755+746.3% | $2,619+467.3% | $2,565+479.1% |
| Participant deferral / active EE | $10,296 | $2,802+267.4% | $3,924+162.4% | $3,952+160.5% |
| Admin fee / account holder | $2,216 | $4,644-52.3% | $6,877-67.8% | $6,261-64.6% |