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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 | $341,316 | $162,812+109.6% | $133,971+154.8% | $158,966+114.7% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | -0.17% | 41.94%-42.1pp | 45.09%-45.3pp | 302.95%-303.1pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $17,500 | $5,910+196.1% | $5,047+246.7% | $5,983+192.5% |
| Admin fee / account holder | $447,451 | $11,741+3711.0% | $8,929+4911.0% | $11,250+3877.3% |