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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 | $442,523 | $82,674+435.3% | $125,381+252.9% | $68,486+546.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.59% | -5.97%-13.6pp | 572.31%-591.9pp | -7.85%-11.7pp |
| Employer contribution / active EE | $16,262 | $3,382+380.9% | $4,815+237.7% | $2,597+526.3% |
| Participant deferral / active EE | $15,405 | $6,111+152.1% | $7,448+106.8% | $4,028+282.5% |
| Admin fee / account holder | $3,481 | $6,277-44.5% | $10,007-65.2% | $5,404-35.6% |