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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 | $88,672+410.7% | $105,223+330.3% | $82,448+449.2% |
| Participation rate | 94.4% | 67.9%+26.5pp | 75.0%+19.4pp | 68.1%+26.4pp |
| Annual return | 8.81% | 30.86%-22.0pp | 180.65%-171.8pp | 41.64%-32.8pp |
| Employer contribution / active EE | $17,177 | $3,048+463.6% | $3,689+365.7% | $2,551+573.4% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $57,713 | $7,146+707.6% | $8,859+551.5% | $7,234+697.8% |