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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 | $275,364 | $108,695+153.3% | $74,722+268.5% | $152,897+80.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | -3.83% | 114.11%-117.9pp | 753.11%-756.9pp | 345.43%-349.3pp |
| Employer contribution / active EE | $21,429 | $1,504+1324.6% | $1,084+1876.4% | $4,764+349.8% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $33,370 | $4,906+580.2% | $3,335+900.7% | $11,599+187.7% |