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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 | $343,280 | $91,525+275.1% | $130,026+164.0% | $75,181+356.6% |
| Participation rate | 98.9% | 71.4%+27.5pp | 78.5%+20.4pp | 67.2%+31.7pp |
| Annual return | 8.17% | -631.40%+639.6pp | -137.26%+145.4pp | 160.69%-152.5pp |
| Employer contribution / active EE | $21,775 | $2,844+665.7% | $4,321+403.9% | $2,671+715.4% |
| Participant deferral / active EE | $0 | $4,342-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $15,867 | $6,778+134.1% | $10,608+49.6% | $5,650+180.8% |