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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 | $310,753 | $60,349+414.9% | $74,184+318.9% | $62,881+394.2% |
| Participation rate | 97.5% | 72.7%+24.8pp | 76.6%+20.9pp | 69.3%+28.2pp |
| Annual return | -16.35% | 21.38%-37.7pp | 17.74%-34.1pp | 20.14%-36.5pp |
| Employer contribution / active EE | $3,443 | $1,680+104.9% | $2,370+45.3% | $2,281+50.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $878 | $4,261-79.4% | $5,586-84.3% | $4,296-79.6% |