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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 | $354,851 | $93,598+279.1% | $135,974+161.0% | $75,173+372.0% |
| Participation rate | 95.7% | 75.2%+20.6pp | 81.9%+13.8pp | 67.2%+28.5pp |
| Annual return | -8.72% | 30.89%-39.6pp | 68.30%-77.0pp | 160.72%-169.4pp |
| Employer contribution / active EE | $16,170 | $3,538+357.1% | $4,859+232.8% | $2,671+505.4% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $18,482 | $6,978+164.9% | $10,767+71.7% | $5,651+227.1% |