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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 | $658,266 | $99,345+562.6% | $84,753+676.7% | $273,972+140.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -7.52% | 22.93%-30.5pp | 22.78%-30.3pp | 41.46%-49.0pp |
| Employer contribution / active EE | $16,480 | $4,214+291.1% | $3,574+361.0% | $4,869+238.5% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $75,732 | $6,645+1039.6% | $5,333+1320.0% | $10,133+647.4% |