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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 | $669,210 | $77,472+763.8% | $100,392+566.6% | $80,935+726.8% |
| Participation rate | 95.9% | 76.9%+18.9pp | 81.5%+14.4pp | 67.7%+28.2pp |
| Annual return | -3.79% | 37.26%-41.1pp | 49.45%-53.2pp | 35.66%-39.5pp |
| Employer contribution / active EE | $22,736 | $2,800+711.9% | $3,941+476.8% | $2,757+724.8% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,090-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,366 | $5,885+110.1% | $7,904+56.4% | $6,924+78.6% |