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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 | $360,130 | $138,076+160.8% | $123,553+191.5% | $135,380+166.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.95% | 153.70%-163.6pp | 119.21%-129.2pp | 519.81%-529.8pp |
| Employer contribution / active EE | $3,000 | $5,152-41.8% | $4,628-35.2% | $4,779-37.2% |
| Participant deferral / active EE | $13,695 | $6,800+101.4% | $6,426+113.1% | $5,609+144.2% |
| Admin fee / account holder | $5,082 | $10,917-53.4% | $9,284-45.3% | $10,828-53.1% |