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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 | $370,160 | $95,453+287.8% | $112,040+230.4% | $82,448+349.0% |
| Participation rate | 97.6% | 72.8%+24.9pp | 76.5%+21.1pp | 68.1%+29.6pp |
| Annual return | -13.15% | 23.92%-37.1pp | 24.52%-37.7pp | 41.64%-54.8pp |
| Employer contribution / active EE | $7,857 | $2,318+239.0% | $2,954+166.0% | $2,551+208.0% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $133,941 | $9,013+1386.0% | $12,098+1007.1% | $7,234+1751.5% |