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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 | $256,431 | $82,674+210.2% | $125,363+104.6% | $68,495+274.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.59% | -5.97%-13.6pp | 572.15%-591.7pp | -7.84%-11.7pp |
| Employer contribution / active EE | $12,146 | $3,382+259.2% | $4,815+152.3% | $2,596+367.8% |
| Participant deferral / active EE | $17,266 | $6,111+182.5% | $7,447+131.9% | $4,028+328.7% |
| Admin fee / account holder | $2,524 | $6,276-59.8% | $10,005-74.8% | $5,403-53.3% |