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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 | $624,337 | $87,542+613.2% | $75,782+723.9% | $125,393+397.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -5.51% | 13.48%-19.0pp | 9.68%-15.2pp | 282.23%-287.7pp |
| Employer contribution / active EE | $41,305 | $3,930+951.0% | $3,323+1142.9% | $4,866+748.8% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,351-100.0% |
| Admin fee / account holder | $7,417 | $6,502+14.1% | $5,300+39.9% | $9,541-22.3% |