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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 | $893,899 | $94,529+845.6% | $140,019+538.4% | $64,173+1293.0% |
| Participation rate | 95.2% | 84.1%+11.2pp | 87.5%+7.7pp | 69.6%+25.7pp |
| Annual return | -24.65% | 7.77%-32.4pp | 651.17%-675.8pp | 7.63%-32.3pp |
| Employer contribution / active EE | $4,430 | $3,812+16.2% | $5,605-21.0% | $2,381+86.1% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,590 | $6,741-46.7% | $10,705-66.5% | $4,887-26.5% |