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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 | $352,073 | $102,065+244.9% | $453,569-22.4% | $85,847+310.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | -26.55% | 25.44%-52.0pp | 64.43%-91.0pp | 318.61%-345.2pp |
| Employer contribution / active EE | $22,500 | $2,852+689.0% | $4,072+452.6% | $2,565+777.1% |
| Participant deferral / active EE | $0 | $4,789-100.0% | $6,211-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,077 | $5,717+41.3% | $11,214-28.0% | $6,261+29.0% |