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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 | $424,512 | $63,703+566.4% | $93,063+356.2% | $82,448+414.9% |
| Participation rate | 90.2% | 63.8%+26.4pp | 72.1%+18.1pp | 68.1%+22.1pp |
| Annual return | 6.83% | -775.43%+782.3pp | 34.15%-27.3pp | 41.64%-34.8pp |
| Employer contribution / active EE | $2,258 | $1,729+30.6% | $2,476-8.8% | $2,551-11.5% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,958-100.0% | $4,139-100.0% |
| Admin fee / account holder | $41,775 | $5,982+598.3% | $6,033+592.4% | $7,234+477.4% |