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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 | $472,509 | $110,379+328.1% | $102,412+361.4% | $145,884+223.9% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.5%+9.7pp | 80.3%+3.9pp |
| Annual return | -1.70% | 24.84%-26.5pp | 24.94%-26.6pp | 551.85%-553.6pp |
| Employer contribution / active EE | $56,587 | $4,216+1242.2% | $3,870+1362.2% | $4,662+1113.7% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $19,651 | $9,745+101.7% | $8,388+134.3% | $13,392+46.7% |