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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 | $377,294 | $127,273+196.4% | $109,895+243.3% | $167,518+125.2% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.2%+10.4pp | 82.1%+2.5pp |
| Annual return | -14.32% | 22.97%-37.3pp | 29.46%-43.8pp | 478.71%-493.0pp |
| Employer contribution / active EE | $21,509 | $3,324+547.1% | $2,843+656.4% | $4,838+344.5% |
| Participant deferral / active EE | $0 | $4,515-100.0% | $4,049-100.0% | $6,342-100.0% |
| Admin fee / account holder | $29,642 | $7,117+316.5% | $6,067+388.6% | $12,312+140.7% |