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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 | $399,672 | $56,894+602.5% | $84,753+371.6% | $62,881+535.6% |
| Participation rate | 75.0% | 68.5%+6.5pp | 76.6%-1.6pp | 69.3%+5.7pp |
| Annual return | -2.14% | 6.30%-8.4pp | 22.78%-24.9pp | 20.14%-22.3pp |
| Employer contribution / active EE | $10,424 | $2,400+334.4% | $3,574+191.6% | $2,281+357.0% |
| Participant deferral / active EE | $2,158 | $2,709-20.3% | $3,712-41.9% | $3,203-32.6% |
| Admin fee / account holder | $109,360 | $3,581+2953.9% | $5,333+1950.6% | $4,296+2445.8% |