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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 | $101,778+206.1% | $164,975+88.9% | $80,925+285.0% |
| Participation rate | 96.1% | 71.8%+24.2pp | 78.6%+17.5pp | 67.7%+28.4pp |
| Annual return | -11.78% | 16.73%-28.5pp | 70.12%-81.9pp | 35.65%-47.4pp |
| Employer contribution / active EE | $21,474 | $2,954+627.0% | $4,343+394.5% | $2,756+679.1% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,332 | $8,221-35.1% | $12,688-58.0% | $6,940-23.2% |