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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 | $273,836 | $87,834+211.8% | $133,975+104.4% | $62,881+335.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | -15.39% | 12.05%-27.4pp | 29.29%-44.7pp | 20.14%-35.5pp |
| Employer contribution / active EE | $3,365 | $3,482-3.4% | $5,211-35.4% | $2,281+47.5% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $50,924 | $5,372+847.9% | $9,324+446.1% | $4,296+1085.5% |