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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 | $450,774 | $101,798+342.8% | $165,071+173.1% | $80,935+457.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | -1.97% | 16.73%-18.7pp | 70.17%-72.1pp | 35.66%-37.6pp |
| Employer contribution / active EE | $27,869 | $2,954+843.3% | $4,347+541.0% | $2,757+911.0% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $73,554 | $8,221+794.7% | $12,695+479.4% | $6,924+962.3% |