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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 | $378,304 | $91,536+313.3% | $130,062+190.9% | $75,177+403.2% |
| Participation rate | 95.7% | 71.5%+24.3pp | 78.5%+17.2pp | 67.2%+28.5pp |
| Annual return | 6.70% | -631.62%+638.3pp | -137.37%+144.1pp | 160.75%-154.1pp |
| Employer contribution / active EE | $18,892 | $2,845+564.1% | $4,322+337.1% | $2,671+607.3% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,329 | $6,780+52.4% | $10,601-2.6% | $5,651+82.8% |