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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 | $600,948 | $73,848+713.8% | $143,799+317.9% | $68,486+777.5% |
| Participation rate | 98.1% | 66.7%+31.5pp | 80.3%+17.8pp | 67.9%+30.2pp |
| Annual return | -21.05% | 0.91%-22.0pp | -0.04%-21.0pp | -7.85%-13.2pp |
| Employer contribution / active EE | $37,243 | $3,184+1069.5% | $4,952+652.1% | $2,597+1334.3% |
| Participant deferral / active EE | $22,235 | $3,385+556.9% | $5,638+294.3% | $4,028+452.1% |
| Admin fee / account holder | $8,070 | $5,755+40.2% | $14,677-45.0% | $5,404+49.3% |