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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 | $574,331 | $123,793+363.9% | $177,848+222.9% | $79,856+619.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | -8.08% | 22.82%-30.9pp | 48.33%-56.4pp | 31.71%-39.8pp |
| Employer contribution / active EE | $6,612 | $4,095+61.5% | $5,919+11.7% | $2,471+167.6% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $25,539 | $7,243+252.6% | $12,431+105.4% | $5,306+381.3% |