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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 | $255,314 | $63,346+303.0% | $92,240+176.8% | $70,126+264.1% |
| Participation rate | 97.2% | 68.7%+28.6pp | 76.5%+20.7pp | 69.5%+27.7pp |
| Annual return | 4.85% | 530.19%-525.3pp | 176.29%-171.4pp | 73.15%-68.3pp |
| Employer contribution / active EE | $20,439 | $2,471+727.1% | $3,680+455.5% | $2,343+772.5% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $12,701 | $3,841+230.7% | $5,194+144.5% | $4,645+173.4% |