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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 | $250,100 | $135,956+84.0% | $123,894+101.9% | $273,972-8.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -6.45% | 56.63%-63.1pp | 47.52%-54.0pp | 41.46%-47.9pp |
| Employer contribution / active EE | $15,641 | $5,170+202.5% | $4,617+238.8% | $4,869+221.3% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,844 | $9,817-60.8% | $8,357-54.0% | $10,133-62.1% |