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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 | $402,812 | $65,367+516.2% | $92,915+333.5% | $72,976+452.0% |
| Participation rate | 96.4% | 68.3%+28.1pp | 76.0%+20.4pp | 69.5%+26.9pp |
| Annual return | -1.40% | 42.11%-43.5pp | 109.45%-110.8pp | 81.02%-82.4pp |
| Employer contribution / active EE | $11,139 | $2,594+329.5% | $3,653+204.9% | $2,440+356.5% |
| Participant deferral / active EE | $3,341 | $3,128+6.8% | $4,238-21.2% | $3,608-7.4% |
| Admin fee / account holder | $38,187 | $4,251+798.2% | $5,796+558.9% | $5,124+645.2% |