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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 | $350,847 | $88,707+295.5% | $74,184+372.9% | $273,972+28.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -3.94% | 11.94%-15.9pp | 17.74%-21.7pp | 41.46%-45.4pp |
| Employer contribution / active EE | $32,534 | $3,159+929.8% | $2,370+1272.7% | $4,869+568.2% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,195 | $8,717-63.3% | $5,586-42.8% | $10,133-68.5% |