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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 | $527,475 | $86,949+506.6% | $102,460+414.8% | $80,959+551.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -6.63% | 18.89%-25.5pp | 29.47%-36.1pp | 35.67%-42.3pp |
| Employer contribution / active EE | $22,044 | $2,370+830.2% | $3,025+628.7% | $2,757+699.5% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $37,107 | $8,048+361.1% | $9,460+292.2% | $6,925+435.8% |