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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 | $270,684 | $124,346+117.7% | $111,306+143.2% | $167,553+61.6% |
| Participation rate | 81.8% | 79.6%+2.2pp | 77.3%+4.5pp | 82.1%-0.3pp |
| Annual return | 8.80% | 37.46%-28.7pp | 54.67%-45.9pp | 478.89%-470.1pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $10,300 | $5,182+98.8% | $4,488+129.5% | $6,343+62.4% |
| Admin fee / account holder | $13,666 | $10,623+28.6% | $7,966+71.6% | $12,316+11.0% |