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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 | $354,771 | $103,392+243.1% | $87,104+307.3% | $152,897+132.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 8.50% | 28.10%-19.6pp | 28.19%-19.7pp | 345.43%-336.9pp |
| Employer contribution / active EE | $1,111 | $3,221-65.5% | $2,521-55.9% | $4,764-76.7% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $19,386 | $12,194+59.0% | $7,491+158.8% | $11,599+67.1% |