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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 | $361,212 | $81,487+343.3% | $102,412+252.7% | $80,935+346.3% |
| Participation rate | 95.3% | 66.8%+28.5pp | 74.5%+20.8pp | 67.7%+27.7pp |
| Annual return | -0.85% | 25.60%-26.4pp | 24.94%-25.8pp | 35.66%-36.5pp |
| Employer contribution / active EE | $23,345 | $3,103+652.4% | $3,870+503.3% | $2,757+746.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $21,991 | $6,717+227.4% | $8,388+162.2% | $6,924+217.6% |