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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 | $331,709 | $110,083+201.3% | $151,639+118.7% | $68,486+384.3% |
| Participation rate | 97.4% | 84.0%+13.5pp | 87.5%+9.9pp | 67.9%+29.5pp |
| Annual return | -25.32% | -10.12%-15.2pp | 3.34%-28.7pp | -7.85%-17.5pp |
| Employer contribution / active EE | $17,258 | $4,470+286.1% | $6,165+179.9% | $2,597+564.6% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,396 | $7,718+34.7% | $11,613-10.5% | $5,404+92.4% |