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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 | $452,825 | $93,345+385.1% | $119,126+280.1% | $87,485+417.6% |
| Participation rate | 94.4% | 68.7%+25.7pp | 75.8%+18.7pp | 68.9%+25.5pp |
| Annual return | 8.81% | 19.08%-10.3pp | 282.11%-273.3pp | 26.06%-17.2pp |
| Employer contribution / active EE | $17,177 | $3,172+441.6% | $4,034+325.9% | $2,596+561.6% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $57,713 | $8,039+617.9% | $10,693+439.7% | $7,775+642.3% |