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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 | $310,188 | $108,825+185.0% | $156,181+98.6% | $82,448+276.2% |
| Participation rate | 96.1% | 72.4%+23.7pp | 78.8%+17.3pp | 68.1%+28.0pp |
| Annual return | -1.60% | 20.59%-22.2pp | 64.87%-66.5pp | 41.64%-43.2pp |
| Employer contribution / active EE | $22,198 | $2,870+673.5% | $4,294+417.0% | $2,551+770.2% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,378 | $9,341-31.7% | $14,586-56.3% | $7,234-11.8% |