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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 | $311,574 | $101,795+206.1% | $165,100+88.7% | $80,959+284.9% |
| Participation rate | 96.1% | 71.8%+24.3pp | 78.6%+17.5pp | 67.7%+28.4pp |
| Annual return | -11.78% | 16.73%-28.5pp | 70.21%-82.0pp | 35.67%-47.5pp |
| Employer contribution / active EE | $21,474 | $2,954+627.0% | $4,348+393.9% | $2,757+678.8% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,332 | $8,221-35.1% | $12,696-58.0% | $6,925-23.0% |