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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 | $706,383 | $72,273+877.4% | $101,275+597.5% | $79,856+784.6% |
| Participation rate | 86.7% | 68.5%+18.2pp | 75.8%+10.9pp | 69.6%+17.0pp |
| Annual return | -1.62% | 22.30%-23.9pp | 46.48%-48.1pp | 31.71%-33.3pp |
| Employer contribution / active EE | $30,183 | $2,691+1021.6% | $3,660+724.7% | $2,471+1121.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $19,620 | $4,401+345.8% | $5,948+229.9% | $5,306+269.7% |