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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 | $274,925 | $88,707+209.9% | $74,184+270.6% | $273,972+0.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -12.78% | 11.94%-24.7pp | 17.74%-30.5pp | 41.46%-54.2pp |
| Employer contribution / active EE | $13,531 | $3,159+328.3% | $2,370+470.9% | $4,869+177.9% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $18,860 | $8,717+116.4% | $5,586+237.7% | $10,133+86.1% |