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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 | $649,548 | $78,682+725.5% | $109,188+494.9% | $85,851+656.6% |
| Participation rate | 92.6% | 68.3%+24.3pp | 75.9%+16.7pp | 69.3%+23.3pp |
| Annual return | -8.90% | 25.09%-34.0pp | 25.76%-34.7pp | 318.63%-327.5pp |
| Employer contribution / active EE | $30,740 | $2,734+1024.5% | $3,723+725.7% | $2,565+1098.2% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $16,890 | $5,470+208.8% | $6,755+150.0% | $6,261+169.8% |