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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 | $292,860 | $101,795+187.7% | $165,100+77.4% | $80,959+261.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | -2.74% | 16.73%-19.5pp | 70.21%-73.0pp | 35.67%-38.4pp |
| Employer contribution / active EE | $17,652 | $2,954+497.6% | $4,348+306.0% | $2,757+540.2% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $29,209 | $8,221+255.3% | $12,696+130.1% | $6,925+321.8% |