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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 | $599,899 | $72,273+730.1% | $101,275+492.3% | $79,856+651.2% |
| Participation rate | 96.2% | 68.5%+27.7pp | 75.8%+20.3pp | 69.6%+26.5pp |
| Annual return | -5.31% | 22.30%-27.6pp | 46.48%-51.8pp | 31.71%-37.0pp |
| Employer contribution / active EE | $12,771 | $2,691+374.5% | $3,660+248.9% | $2,471+416.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $45,184 | $4,401+926.6% | $5,948+659.6% | $5,306+751.5% |