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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 | $307,627 | $123,793+148.5% | $177,848+73.0% | $79,856+285.2% |
| Participation rate | 97.4% | 84.7%+12.8pp | 87.7%+9.7pp | 69.6%+27.8pp |
| Annual return | -1.46% | 22.82%-24.3pp | 48.33%-49.8pp | 31.71%-33.2pp |
| Employer contribution / active EE | $35,897 | $4,095+776.6% | $5,919+506.5% | $2,471+1352.6% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $25,085 | $7,243+246.4% | $12,431+101.8% | $5,306+372.7% |