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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 | $516,028 | $86,922+493.7% | $102,438+403.7% | $80,874+538.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | -41.30% | 18.90%-60.2pp | 29.37%-70.7pp | 35.62%-76.9pp |
| Employer contribution / active EE | $12,776 | $2,369+439.2% | $3,024+322.5% | $2,756+363.6% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $32,836 | $8,050+307.9% | $9,448+247.6% | $6,935+373.5% |