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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 | $592,158 | $111,301+432.0% | $112,977+424.1% | $158,950+272.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | -1.92% | 26.40%-28.3pp | 24.24%-26.2pp | 302.91%-304.8pp |
| Employer contribution / active EE | $37,667 | $4,471+742.4% | $4,255+785.3% | $4,762+691.0% |
| Participant deferral / active EE | $0 | $5,880-100.0% | $5,836-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,358 | $8,392-83.8% | $6,294-78.4% | $11,248-87.9% |