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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 | $365,929 | $58,828+522.0% | $78,002+369.1% | $62,881+481.9% |
| Participation rate | 96.4% | 71.1%+25.4pp | 75.5%+20.9pp | 69.3%+27.1pp |
| Annual return | -4.74% | 17.16%-21.9pp | 425.99%-430.7pp | 20.14%-24.9pp |
| Employer contribution / active EE | $16,722 | $1,672+900.3% | $2,470+577.0% | $2,281+633.1% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $26,637 | $4,393+506.3% | $5,481+386.0% | $4,296+520.1% |