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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 | $572,000 | $113,339+404.7% | $94,993+502.1% | $147,585+287.6% |
| Participation rate | 85.0% | 78.0%+7.0pp | 73.9%+11.1pp | 82.8%+2.2pp |
| Annual return | -2.49% | 20.77%-23.3pp | 27.12%-29.6pp | 578.57%-581.1pp |
| Employer contribution / active EE | $16,754 | $3,160+430.1% | $2,603+543.5% | $4,876+243.6% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $24,129 | $6,063+298.0% | $4,960+386.4% | $10,885+121.7% |