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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 | $912,909 | $110,083+729.3% | $151,645+502.0% | $68,490+1232.9% |
| Participation rate | 92.9% | 84.0%+8.9pp | 87.5%+5.4pp | 67.9%+25.0pp |
| Annual return | -20.78% | -10.12%-10.7pp | 3.34%-24.1pp | -7.85%-12.9pp |
| Employer contribution / active EE | $24,595 | $4,470+450.2% | $6,165+298.9% | $2,597+847.2% |
| Participant deferral / active EE | $14,319 | $6,526+119.4% | $8,363+71.2% | $4,028+255.5% |
| Admin fee / account holder | $13,330 | $7,718+72.7% | $11,614+14.8% | $5,403+146.7% |