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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 | $344,693 | $81,504+322.9% | $102,437+236.5% | $80,959+325.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -2.04% | 25.60%-27.6pp | 24.95%-27.0pp | 35.67%-37.7pp |
| Employer contribution / active EE | $8,287 | $3,104+167.0% | $3,871+114.1% | $2,757+200.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,570 | $6,719-46.9% | $8,388-57.4% | $6,925-48.4% |