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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 | $367,617 | $140,592+161.5% | $123,105+198.6% | $125,389+193.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.69% | 16.80%-21.5pp | 13.22%-17.9pp | 282.24%-286.9pp |
| Employer contribution / active EE | $9,572 | $6,041+58.4% | $5,151+85.8% | $4,866+96.7% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $75,606 | $11,198+575.2% | $9,014+738.8% | $9,541+692.4% |