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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 | $417,135 | $76,371+446.2% | $93,621+345.6% | $72,975+471.6% |
| Participation rate | 94.1% | 71.8%+22.4pp | 75.8%+18.3pp | 69.5%+24.6pp |
| Annual return | -0.45% | 25.82%-26.3pp | 32.76%-33.2pp | 81.01%-81.5pp |
| Employer contribution / active EE | $19,747 | $2,276+767.7% | $2,719+626.4% | $2,440+709.3% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $39,485 | $6,839+477.3% | $7,890+400.4% | $5,124+670.6% |