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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 | $280,312 | $110,278+154.2% | $95,740+192.8% | $139,466+101.0% |
| Participation rate | 78.6% | 75.7%+2.8pp | 72.3%+6.3pp | 80.3%-1.8pp |
| Annual return | -18.04% | 27.19%-45.2pp | 28.41%-46.5pp | 373.66%-391.7pp |
| Employer contribution / active EE | $24,083 | $3,260+638.7% | $2,836+749.1% | $4,754+406.6% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,712-100.0% |
| Admin fee / account holder | $19,938 | $6,613+201.5% | $5,676+251.2% | $11,409+74.8% |