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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 | $401,304 | $108,285+270.6% | $77,552+417.5% | $158,982+152.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -1.01% | 31.69%-32.7pp | 54.82%-55.8pp | 302.99%-304.0pp |
| Employer contribution / active EE | $13,715 | $1,325+935.2% | $987+1290.1% | $4,763+188.0% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,591 | $3,709-30.1% | $2,859-9.4% | $11,252-77.0% |