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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 | $274,055 | $103,949+163.6% | $69,182+296.1% | $273,9720% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | -13.21% | 35.28%-48.5pp | -21.93%+8.7pp | 41.46%-54.7pp |
| Employer contribution / active EE | $17,046 | $1,783+856.0% | $1,206+1313.2% | $4,869+250.1% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $28,958 | $3,671+688.9% | $2,697+973.8% | $10,133+185.8% |