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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 | $300,357 | $65,034+361.8% | $90,970+230.2% | $79,856+276.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | -20.47% | 30.45%-50.9pp | 134.60%-155.1pp | 31.71%-52.2pp |
| Employer contribution / active EE | $4,589 | $1,247+267.9% | $2,122+116.3% | $2,471+85.7% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $13,601 | $4,536+199.9% | $5,961+128.2% | $5,306+156.3% |