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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 | $281,700 | $101,798+176.7% | $165,071+70.7% | $80,935+248.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | -12.14% | 16.73%-28.9pp | 70.17%-82.3pp | 35.66%-47.8pp |
| Employer contribution / active EE | $17,043 | $2,954+476.9% | $4,347+292.0% | $2,757+518.2% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $17,664 | $8,221+114.9% | $12,695+39.1% | $6,924+155.1% |