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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 | $260,008 | $77,638+234.9% | $156,551+66.1% | $62,881+313.5% |
| Participation rate | 97.8% | 71.2%+26.6pp | 84.0%+13.8pp | 69.3%+28.5pp |
| Annual return | -1.84% | 50.33%-52.2pp | 32.23%-34.1pp | 20.14%-22.0pp |
| Employer contribution / active EE | $8,503 | $3,444+146.9% | $5,501+54.6% | $2,281+272.8% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,597 | $5,561+0.6% | $13,028-57.0% | $4,296+30.3% |