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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 | $86,949+238.4% | $102,460+187.1% | $80,959+263.4% |
| Participation rate | 96.6% | 72.4%+24.2pp | 76.5%+20.0pp | 67.7%+28.9pp |
| Annual return | -15.43% | 18.89%-34.3pp | 29.47%-44.9pp | 35.67%-51.1pp |
| Employer contribution / active EE | $36,763 | $2,370+1451.4% | $3,025+1115.2% | $2,757+1233.4% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $30,394 | $8,048+277.7% | $9,460+221.3% | $6,925+338.9% |