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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 | $110,337+328.2% | $102,383+361.5% | $145,877+223.9% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.5%+9.7pp | 80.3%+3.9pp |
| Annual return | -1.70% | 24.83%-26.5pp | 24.94%-26.6pp | 551.28%-553.0pp |
| Employer contribution / active EE | $56,587 | $4,216+1242.2% | $3,870+1362.1% | $4,663+1113.6% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $19,651 | $9,750+101.6% | $8,391+134.2% | $13,402+46.6% |