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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 | $419,091 | $57,352+630.7% | $83,831+399.9% | $64,173+553.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -10.40% | 11.38%-21.8pp | 850.99%-861.4pp | 7.63%-18.0pp |
| Employer contribution / active EE | $6,157 | $2,546+141.9% | $3,631+69.6% | $2,381+158.6% |
| Participant deferral / active EE | $14,932 | $2,993+398.9% | $4,082+265.8% | $3,470+330.4% |
| Admin fee / account holder | $61,385 | $4,046+1417.1% | $5,479+1020.4% | $4,887+1156.0% |