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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 | $264,686 | $82,630+220.3% | $64,105+312.9% | $125,389+111.1% |
| Participation rate | 90.0% | 75.9%+14.1pp | 68.2%+21.8pp | 83.2%+6.8pp |
| Annual return | -6.24% | 1489.72%-1496.0pp | 791.24%-797.5pp | 282.24%-288.5pp |
| Employer contribution / active EE | $5,277 | $2,671+97.6% | $1,820+190.0% | $4,866+8.4% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $34,564 | $6,382+441.6% | $4,499+668.2% | $9,541+262.3% |