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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 | $567,584 | $79,944+610.0% | $98,441+476.6% | $75,173+655.0% |
| Participation rate | 92.3% | 70.4%+21.9pp | 75.2%+17.1pp | 67.2%+25.1pp |
| Annual return | -6.89% | 19.75%-26.6pp | 21.16%-28.1pp | 160.65%-167.5pp |
| Employer contribution / active EE | $3,679 | $2,264+62.5% | $3,048+20.7% | $2,670+37.8% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $23,717 | $6,840+246.7% | $8,960+164.7% | $5,651+319.7% |