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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 | $369,338 | $95,762+285.7% | $379,746-2.7% | $79,856+362.5% |
| Participation rate | 97.0% | 74.0%+23.0pp | 78.4%+18.6pp | 69.6%+27.4pp |
| Annual return | -35.81% | 18.26%-54.1pp | 34.90%-70.7pp | 31.71%-67.5pp |
| Employer contribution / active EE | $22,421 | $2,695+731.8% | $3,540+533.4% | $2,471+807.3% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $6,024-100.0% | $3,741-100.0% |
| Admin fee / account holder | $10,431 | $6,745+54.6% | $7,927+31.6% | $5,306+96.6% |