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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 | $576,564 | $73,863+680.6% | $143,797+301.0% | $68,490+741.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.40% | 0.91%-20.3pp | -0.04%-19.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $11,717 | $3,185+267.9% | $4,952+136.6% | $2,597+351.2% |
| Participant deferral / active EE | $21,835 | $3,385+545.1% | $5,638+287.3% | $4,028+442.1% |
| Admin fee / account holder | $25,741 | $5,756+347.2% | $14,679+75.4% | $5,403+376.4% |