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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 | $476,021 | $63,703+647.2% | $93,063+411.5% | $82,448+477.4% |
| Participation rate | 90.0% | 63.8%+26.2pp | 72.1%+17.9pp | 68.1%+21.9pp |
| Annual return | 7.46% | -775.43%+782.9pp | 34.15%-26.7pp | 41.64%-34.2pp |
| Employer contribution / active EE | $833 | $1,729-51.8% | $2,476-66.3% | $2,551-67.3% |
| Participant deferral / active EE | $7,949 | $2,919+172.3% | $3,958+100.8% | $4,139+92.0% |
| Admin fee / account holder | $42,406 | $5,982+608.9% | $6,033+602.9% | $7,234+486.2% |