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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 | $516,916 | $102,661+403.5% | $151,645+240.9% | $66,949+672.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -17.68% | -10.81%-6.9pp | 3.34%-21.0pp | 1.57%-19.2pp |
| Employer contribution / active EE | $56,800 | $4,184+1257.5% | $6,165+821.3% | $2,545+2131.5% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,239-100.0% |
| Admin fee / account holder | $26,158 | $630+4048.8% | $11,614+125.2% | $594+4306.8% |