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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 | $322,791 | $98,766+226.8% | $149,730+115.6% | $79,852+304.2% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.3pp |
| Annual return | 11.67% | 27.43%-15.8pp | 276.70%-265.0pp | 31.72%-20.1pp |
| Employer contribution / active EE | $19,756 | $3,217+514.1% | $4,645+325.3% | $2,471+699.5% |
| Participant deferral / active EE | $6,034 | $5,681+6.2% | $6,843-11.8% | $3,740+61.3% |
| Admin fee / account holder | $53,213 | $6,052+779.3% | $9,310+471.5% | $5,306+902.8% |