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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 | $318,161 | $87,834+262.2% | $133,975+137.5% | $62,881+406.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | -25.26% | 12.05%-37.3pp | 29.29%-54.5pp | 20.14%-45.4pp |
| Employer contribution / active EE | $27,970 | $3,482+703.2% | $5,211+436.7% | $2,281+1126.3% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $26,372 | $5,372+390.9% | $9,324+182.8% | $4,296+513.9% |