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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 | $89,259+407.3% | $107,187+322.5% | $82,637+448.0% |
| Participation rate | 94.4% | 67.9%+26.5pp | 75.0%+19.4pp | 68.1%+26.4pp |
| Annual return | 8.81% | 21.02%-12.2pp | 204.55%-195.7pp | 53.51%-44.7pp |
| Employer contribution / active EE | $17,177 | $3,080+457.7% | $3,782+354.2% | $2,552+573.1% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $57,713 | $7,381+681.9% | $9,162+529.9% | $7,339+686.4% |