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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 | $297,987 | $60,349+393.8% | $74,184+301.7% | $62,881+373.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -8.91% | 21.38%-30.3pp | 17.74%-26.6pp | 20.14%-29.1pp |
| Employer contribution / active EE | $14,721 | $1,680+776.1% | $2,370+521.1% | $2,281+545.4% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $17,774 | $4,261+317.1% | $5,586+218.2% | $4,296+313.8% |