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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 | $294,210 | $86,919+238.5% | $102,457+187.2% | $80,911+263.6% |
| Participation rate | 96.6% | 72.4%+24.2pp | 76.5%+20.1pp | 67.6%+28.9pp |
| Annual return | -15.43% | 18.90%-34.3pp | 29.41%-44.8pp | 35.63%-51.1pp |
| Employer contribution / active EE | $36,763 | $2,368+1452.3% | $3,022+1116.4% | $2,756+1234.0% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $30,394 | $8,049+277.6% | $9,451+221.6% | $6,935+338.3% |