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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 | $547,454 | $91,559+497.9% | $133,978+308.6% | $79,856+585.6% |
| Participation rate | 88.6% | 73.3%+15.2pp | 79.8%+8.7pp | 69.6%+18.9pp |
| Annual return | -19.80% | 61.85%-81.7pp | 45.10%-64.9pp | 31.71%-51.5pp |
| Employer contribution / active EE | $2,000 | $2,384-16.1% | $3,919-49.0% | $2,471-19.1% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $46,080 | $6,321+629.0% | $8,930+416.0% | $5,306+768.4% |