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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 | $587,760 | $93,064+531.6% | $74,577+688.1% | $273,972+114.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | -4.22% | 26.18%-30.4pp | 20.47%-24.7pp | 41.46%-45.7pp |
| Employer contribution / active EE | $22,964 | $3,160+626.7% | $2,525+809.4% | $4,869+371.7% |
| Participant deferral / active EE | $8,063 | $4,160+93.8% | $3,458+133.1% | $5,287+52.5% |
| Admin fee / account holder | $783 | $5,273-85.2% | $4,138-81.1% | $10,133-92.3% |