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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 | $285,500 | $67,411+323.5% | $91,004+213.7% | $70,126+307.1% |
| Participation rate | 97.9% | 71.4%+26.6pp | 75.6%+22.3pp | 69.5%+28.4pp |
| Annual return | 10.87% | -40.16%+51.0pp | 4.60%+6.3pp | 73.15%-62.3pp |
| Employer contribution / active EE | $10,271 | $1,786+475.1% | $2,456+318.2% | $2,343+338.4% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $13,240 | $4,236+212.5% | $5,417+144.4% | $4,645+185.0% |