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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 | $336,214 | $91,537+267.3% | $130,045+158.5% | $75,173+347.3% |
| Participation rate | 97.7% | 71.5%+26.3pp | 78.5%+19.2pp | 67.2%+30.5pp |
| Annual return | 5.53% | -631.55%+637.1pp | -137.30%+142.8pp | 160.72%-155.2pp |
| Employer contribution / active EE | $16,644 | $2,845+485.1% | $4,321+285.2% | $2,671+523.2% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12,466 | $6,780+83.9% | $10,600+17.6% | $5,651+120.6% |