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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 | $111,814+322.6% | $103,374+357.1% | $145,959+223.7% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.5%+9.7pp | 80.3%+3.9pp |
| Annual return | -1.70% | 24.77%-26.5pp | 24.89%-26.6pp | 561.95%-563.7pp |
| Employer contribution / active EE | $56,587 | $4,214+1242.9% | $3,869+1362.5% | $4,661+1114.1% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $19,651 | $9,754+101.5% | $8,394+134.1% | $13,398+46.7% |