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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 | $351,146 | $150,447+133.4% | $136,298+157.6% | $147,586+137.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -5.06% | 1049.15%-1054.2pp | 5156.27%-5161.3pp | 578.59%-583.7pp |
| Employer contribution / active EE | $4,793 | $5,256-8.8% | $4,696+2.1% | $4,876-1.7% |
| Participant deferral / active EE | $24,000 | $6,631+262.0% | $6,247+284.2% | $5,439+341.3% |
| Admin fee / account holder | $16,145 | $10,906+48.0% | $9,244+74.7% | $10,886+48.3% |