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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 | $634,915 | $108,825+483.4% | $156,181+306.5% | $82,448+670.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -14.26% | 20.59%-34.8pp | 64.87%-79.1pp | 41.64%-55.9pp |
| Employer contribution / active EE | $20,483 | $2,870+613.8% | $4,294+377.0% | $2,551+703.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $121,280 | $9,341+1198.4% | $14,586+731.5% | $7,234+1576.4% |